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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 | $211,076 | $208,088+1.4% | $186,193+13.4% | $154,746+36.4% |
| Participation rate | 87.5% | 80.0%+7.5pp | 77.1%+10.4pp | 80.7%+6.8pp |
| Annual return | 4.86% | 89.97%-85.1pp | 78.03%-73.2pp | 172.34%-167.5pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,406 | $7,078-23.6% | $6,513-17.0% | $6,730-19.7% |
| Admin fee / account holder | $17,741 | $11,698+51.7% | $11,058+60.4% | $14,365+23.5% |