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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 | $211,723 | $202,440+4.6% | $169,390+25.0% | $139,466+51.8% |
| Participation rate | 85.7% | 81.1%+4.6pp | 77.2%+8.5pp | 80.3%+5.4pp |
| Annual return | 0.06% | 532.36%-532.3pp | 406.07%-406.0pp | 373.66%-373.6pp |
| Employer contribution / active EE | $12,876 | $4,693+174.4% | $4,013+220.9% | $4,754+170.8% |
| Participant deferral / active EE | $10,223 | $6,940+47.3% | $6,222+64.3% | $6,712+52.3% |
| Admin fee / account holder | $12,522 | $10,722+16.8% | $9,015+38.9% | $11,409+9.8% |