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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 | $165,387 | $148,623+11.3% | $135,974+21.6% | $139,466+18.6% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 8.91% | 79.30%-70.4pp | 68.30%-59.4pp | 373.66%-364.8pp |
| Employer contribution / active EE | $5,321 | $5,246+1.4% | $4,859+9.5% | $4,754+11.9% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $11,820 | $12,406-4.7% | $10,767+9.8% | $11,409+3.6% |