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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 | $162,731 | $197,637-17.7% | $177,848-8.5% | $158,982+2.4% |
| Participation rate | 84.6% | 88.5%-3.9pp | 87.7%-3.1pp | 82.0%+2.6pp |
| Annual return | 6.37% | 58.77%-52.4pp | 48.33%-42.0pp | 302.99%-296.6pp |
| Employer contribution / active EE | $5,470 | $6,698-18.3% | $5,919-7.6% | $4,763+14.8% |
| Participant deferral / active EE | $5,661 | $8,405-32.6% | $7,714-26.6% | $5,983-5.4% |
| Admin fee / account holder | $13,379 | $15,406-13.2% | $12,431+7.6% | $11,252+18.9% |