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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 | $182,442+15.7% | $163,379+29.2% | $138,895+52.0% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.8%+10.7pp | 79.9%+7.6pp |
| Annual return | 4.86% | 72.74%-67.9pp | 63.41%-58.6pp | 145.39%-140.5pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,406 | $6,817-20.7% | $6,282-13.9% | $6,396-15.5% |
| Admin fee / account holder | $17,741 | $10,396+70.7% | $9,818+80.7% | $12,562+41.2% |