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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 | $229,559 | $178,174+28.8% | $156,181+47.0% | $137,256+67.2% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 3.18% | 84.19%-81.0pp | 64.87%-61.7pp | 220.34%-217.2pp |
| Employer contribution / active EE | $2,807 | $4,972-43.5% | $4,294-34.6% | $4,156-32.5% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $40,671 | $17,404+133.7% | $14,586+178.8% | $12,270+231.5% |