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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 | $164,379 | $223,823-26.6% | $211,142-22.1% | $154,746+6.2% |
| Participation rate | 92.9% | 87.9%+5.0pp | 87.3%+5.6pp | 80.7%+12.2pp |
| Annual return | 9.37% | 50.39%-41.0pp | 46.84%-37.5pp | 172.34%-163.0pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,729 | $9,750-31.0% | $9,284-27.5% | $6,7300% |
| Admin fee / account holder | $30,755 | $19,707+56.1% | $19,076+61.2% | $14,365+114.1% |