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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 | $169,369 | $176,105-3.8% | $159,474+6.2% | $167,536+1.1% |
| Participation rate | 89.5% | 85.0%+4.5pp | 82.8%+6.6pp | 82.1%+7.4pp |
| Annual return | 9.81% | 331.91%-322.1pp | 263.68%-253.9pp | 478.82%-469.0pp |
| Employer contribution / active EE | $4,553 | $5,299-14.1% | $4,831-5.7% | $4,839-5.9% |
| Participant deferral / active EE | $12,298 | $7,751+58.7% | $7,353+67.2% | $6,342+93.9% |
| Admin fee / account holder | $4,043 | $12,559-67.8% | $10,802-62.6% | $12,315-67.2% |