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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,810 | $137,414+47.6% | $189,537+7.0% | $85,847+136.2% |
| Participation rate | 95.3% | 84.6%+10.7pp | 87.8%+7.5pp | 69.3%+26.0pp |
| Annual return | 6.19% | 38.14%-31.9pp | 555.34%-549.1pp | 318.61%-312.4pp |
| Employer contribution / active EE | $4,063 | $4,344-6.5% | $6,161-34.1% | $2,565+58.4% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,220-100.0% | $3,952-100.0% |
| Admin fee / account holder | $5,224 | $8,630-39.5% | $12,048-56.6% | $6,261-16.6% |