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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 | $152,860 | $209,425-27.0% | $178,499-14.4% | $158,966-3.8% |
| Participation rate | 72.7% | 86.4%-13.6pp | 81.9%-9.2pp | 82.0%-9.2pp |
| Annual return | 6.06% | 188.80%-182.7pp | 151.10%-145.0pp | 302.95%-296.9pp |
| Employer contribution / active EE | $3,284 | $5,707-42.5% | $5,011-34.5% | $4,762-31.0% |
| Participant deferral / active EE | $6,296 | $5,955+5.7% | $5,202+21.0% | $5,983+5.2% |
| Admin fee / account holder | $9,820 | $17,078-42.5% | $13,986-29.8% | $11,250-12.7% |