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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 | $179,825 | $160,040+12.4% | $147,096+22.3% | $145,877+23.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 9.64% | 98.49%-88.9pp | 419.75%-410.1pp | 551.28%-541.6pp |
| Employer contribution / active EE | $7,023 | $5,289+32.8% | $4,936+42.3% | $4,663+50.6% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $17,734 | $15,050+17.8% | $13,005+36.4% | $13,402+32.3% |