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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 | $164,998 | $154,228+7.0% | $145,433+13.5% | $137,256+20.2% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 11.34% | 74.59%-63.2pp | 66.58%-55.2pp | 220.34%-209.0pp |
| Employer contribution / active EE | $2,300 | $4,804-52.1% | $4,554-49.5% | $4,156-44.7% |
| Participant deferral / active EE | $11,400 | $8,216+38.7% | $7,897+44.4% | $6,407+77.9% |
| Admin fee / account holder | $49,151 | $14,344+242.7% | $13,129+274.4% | $12,270+300.6% |