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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 | $245,483 | $111,535+120.1% | $105,223+133.3% | $137,256+78.9% |
| Participation rate | 73.7% | 78.1%-4.4pp | 75.0%-1.4pp | 80.0%-6.3pp |
| Annual return | 10.84% | 237.85%-227.0pp | 180.65%-169.8pp | 220.34%-209.5pp |
| Employer contribution / active EE | $1,202 | $3,939-69.5% | $3,689-67.4% | $4,156-71.1% |
| Participant deferral / active EE | $3,528 | $5,500-35.8% | $5,072-30.4% | $6,407-44.9% |
| Admin fee / account holder | $16,116 | $9,721+65.8% | $8,859+81.9% | $12,270+31.3% |