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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 | $213,853 | $157,296+36.0% | $141,191+51.5% | $152,897+39.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 10.26% | 64.34%-54.1pp | 71.41%-61.1pp | 345.43%-335.2pp |
| Employer contribution / active EE | $4,210 | $5,262-20.0% | $4,736-11.1% | $4,764-11.6% |
| Participant deferral / active EE | $7,900 | $7,111+11.1% | $6,710+17.7% | $5,851+35.0% |
| Admin fee / account holder | $60,104 | $12,125+395.7% | $10,264+485.6% | $11,599+418.2% |