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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 | $248,153 | $166,268+49.2% | $165,100+50.3% | $145,897+70.1% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 7.54% | 100.52%-93.0pp | 70.21%-62.7pp | 552.29%-544.8pp |
| Employer contribution / active EE | $9,900 | $5,284+87.4% | $4,348+127.7% | $4,663+112.3% |
| Participant deferral / active EE | $21,000 | $6,964+201.5% | $6,035+247.9% | $6,689+213.9% |
| Admin fee / account holder | $1,240 | $16,659-92.6% | $12,696-90.2% | $13,390-90.7% |