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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 | $188,613 | $162,136+16.3% | $152,301+23.8% | $154,746+21.9% |
| Participation rate | 93.8% | 84.1%+9.6pp | 82.4%+11.3pp | 80.7%+13.0pp |
| Annual return | 11.08% | 91.02%-79.9pp | 80.50%-69.4pp | 172.34%-161.3pp |
| Employer contribution / active EE | $3,290 | $4,890-32.7% | $4,624-28.9% | $4,379-24.9% |
| Participant deferral / active EE | $4,280 | $8,341-48.7% | $8,004-46.5% | $6,730-36.4% |
| Admin fee / account holder | $27,743 | $15,759+76.0% | $14,398+92.7% | $14,365+93.1% |