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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 | $203,083 | $135,956+49.4% | $123,894+63.9% | $273,972-25.9% |
| Participation rate | 95.8% | 84.1%+11.8pp | 81.4%+14.4pp | 83.0%+12.8pp |
| Annual return | -0.73% | 56.63%-57.4pp | 47.52%-48.3pp | 41.46%-42.2pp |
| Employer contribution / active EE | $7,139 | $5,170+38.1% | $4,617+54.6% | $4,869+46.6% |
| Participant deferral / active EE | $3,652 | $6,343-42.4% | $5,984-39.0% | $5,287-30.9% |
| Admin fee / account holder | $1,768 | $9,817-82.0% | $8,357-78.8% | $10,133-82.6% |