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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 | $175,231+28.1% | $149,696+50.0% | $139,466+61.0% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 5.81% | 166.77%-161.0pp | 134.46%-128.6pp | 373.66%-367.9pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,652 | $6,521-13.3% | $5,682-0.5% | $6,712-15.8% |
| Admin fee / account holder | $18,761 | $16,155+16.1% | $13,212+42.0% | $11,409+64.4% |