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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 | $190,403 | $165,399+15.1% | $149,745+27.2% | $158,982+19.8% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 4.64% | 348.34%-343.7pp | 276.72%-272.1pp | 302.99%-298.4pp |
| Employer contribution / active EE | $15,842 | $5,105+210.3% | $4,646+241.0% | $4,763+232.6% |
| Participant deferral / active EE | $6,965 | $7,183-3.0% | $6,843+1.8% | $5,983+16.4% |
| Admin fee / account holder | $93,618 | $10,811+765.9% | $9,312+905.4% | $11,252+732.0% |