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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 | $211,287 | $172,111+22.8% | $150,298+40.6% | $137,256+53.9% |
| Participation rate | 93.8% | 81.7%+12.0pp | 77.8%+16.0pp | 80.0%+13.8pp |
| Annual return | 1.55% | 69.37%-67.8pp | 62.79%-61.2pp | 220.34%-218.8pp |
| Employer contribution / active EE | $7,333 | $4,636+58.2% | $4,154+76.5% | $4,156+76.4% |
| Participant deferral / active EE | $3,663 | $6,166-40.6% | $5,453-32.8% | $6,407-42.8% |
| Admin fee / account holder | $1,966 | $16,471-88.1% | $14,116-86.1% | $12,270-84.0% |