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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 | $94,476 | $157,296-39.9% | $141,191-33.1% | $152,897-38.2% |
| Participation rate | 93.8% | 84.8%+8.9pp | 82.5%+11.3pp | 82.5%+11.3pp |
| Annual return | 14.16% | 64.34%-50.2pp | 71.41%-57.2pp | 345.43%-331.3pp |
| Employer contribution / active EE | $4,140 | $5,262-21.3% | $4,736-12.6% | $4,764-13.1% |
| Participant deferral / active EE | $19,026 | $7,111+167.6% | $6,710+183.6% | $5,851+225.2% |
| Admin fee / account holder | $21,819 | $12,125+80.0% | $10,264+112.6% | $11,599+88.1% |