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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 | $208,194 | $166,020+25.4% | $164,866+26.3% | $145,959+42.6% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.6%+11.4pp | 80.3%+9.7pp |
| Annual return | 8.21% | 100.08%-91.9pp | 69.97%-61.8pp | 561.95%-553.7pp |
| Employer contribution / active EE | $2,000 | $5,275-62.1% | $4,343-53.9% | $4,661-57.1% |
| Participant deferral / active EE | $10,700 | $6,961+53.7% | $6,033+77.4% | $6,689+60.0% |
| Admin fee / account holder | $2,951 | $16,644-82.3% | $12,689-76.7% | $13,398-78.0% |