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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 | $153,052 | $162,136-5.6% | $152,301+0.5% | $154,746-1.1% |
| Participation rate | 95.2% | 84.1%+11.1pp | 82.4%+12.8pp | 80.7%+14.5pp |
| Annual return | 10.08% | 91.02%-80.9pp | 80.50%-70.4pp | 172.34%-162.3pp |
| Employer contribution / active EE | $2,857 | $4,890-41.6% | $4,624-38.2% | $4,379-34.8% |
| Participant deferral / active EE | $8,283 | $8,341-0.7% | $8,004+3.5% | $6,730+23.1% |
| Admin fee / account holder | $35,954 | $15,759+128.1% | $14,398+149.7% | $14,365+150.3% |