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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 | $152,654 | $178,174-14.3% | $156,181-2.3% | $137,256+11.2% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.8%+10.1pp | 80.0%+8.9pp |
| Annual return | 6.91% | 84.19%-77.3pp | 64.87%-58.0pp | 220.34%-213.4pp |
| Employer contribution / active EE | $2,996 | $4,972-39.7% | $4,294-30.2% | $4,156-27.9% |
| Participant deferral / active EE | $8,364 | $6,888+21.4% | $6,132+36.4% | $6,407+30.6% |
| Admin fee / account holder | $70,875 | $17,404+307.2% | $14,586+385.9% | $12,270+477.6% |