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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 | $188,449 | $159,934+17.8% | $147,005+28.2% | $145,959+29.1% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.0pp |
| Annual return | 9.52% | 98.24%-88.7pp | 418.76%-409.2pp | 561.95%-552.4pp |
| Employer contribution / active EE | $3,000 | $5,287-43.3% | $4,934-39.2% | $4,661-35.6% |
| Participant deferral / active EE | $7,606 | $8,427-9.7% | $8,070-5.7% | $6,689+13.7% |
| Admin fee / account holder | $4,006 | $15,053-73.4% | $13,006-69.2% | $13,398-70.1% |