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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 | $183,520 | $157,296+16.7% | $141,191+30.0% | $152,897+20.0% |
| Participation rate | 88.2% | 84.8%+3.4pp | 82.5%+5.8pp | 82.5%+5.8pp |
| Annual return | 11.73% | 64.34%-52.6pp | 71.41%-59.7pp | 345.43%-333.7pp |
| Employer contribution / active EE | $16,046 | $5,262+204.9% | $4,736+238.8% | $4,764+236.9% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $43,871 | $12,125+261.8% | $10,264+327.4% | $11,599+278.2% |