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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 | $77,309 | $178,174-56.6% | $156,181-50.5% | $137,256-43.7% |
| Participation rate | 91.7% | 82.0%+9.6pp | 78.8%+12.8pp | 80.0%+11.7pp |
| Annual return | 10.07% | 84.19%-74.1pp | 64.87%-54.8pp | 220.34%-210.3pp |
| Employer contribution / active EE | $4,167 | $4,972-16.2% | $4,294-3.0% | $4,156+0.3% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $27,412 | $17,404+57.5% | $14,586+87.9% | $12,270+123.4% |