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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 | $224,500 | $175,257+28.1% | $149,717+49.9% | $139,456+61.0% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 5.81% | 166.70%-160.9pp | 134.41%-128.6pp | 373.45%-367.6pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $5,652 | $6,521-13.3% | $5,682-0.5% | $6,711-15.8% |
| Admin fee / account holder | $18,761 | $16,156+16.1% | $13,213+42.0% | $11,407+64.5% |