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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 | $161,804 | $154,228+4.9% | $145,433+11.3% | $137,256+17.9% |
| Participation rate | 78.9% | 83.8%-4.8pp | 82.1%-3.2pp | 80.0%-1.0pp |
| Annual return | -17.68% | 74.59%-92.3pp | 66.58%-84.3pp | 220.34%-238.0pp |
| Employer contribution / active EE | $9,304 | $4,804+93.7% | $4,554+104.3% | $4,156+123.9% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3,616 | $14,344-74.8% | $13,129-72.5% | $12,270-70.5% |