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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 | $171,088 | $159,978+6.9% | $147,041+16.4% | $145,978+17.2% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 8.91% | 98.36%-89.5pp | 419.21%-410.3pp | 550.52%-541.6pp |
| Employer contribution / active EE | $1,921 | $5,288-63.7% | $4,935-61.1% | $4,662-58.8% |
| Participant deferral / active EE | $10,148 | $8,429+20.4% | $8,071+25.7% | $6,690+51.7% |
| Admin fee / account holder | $32,487 | $15,053+115.8% | $13,006+149.8% | $13,400+142.4% |