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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 | $166,209 | $157,304+5.7% | $141,197+17.7% | $152,909+8.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.39% | 64.34%-50.0pp | 71.41%-57.0pp | 345.46%-331.1pp |
| Employer contribution / active EE | $4,107 | $5,263-22.0% | $4,736-13.3% | $4,764-13.8% |
| Participant deferral / active EE | $8,131 | $7,111+14.3% | $6,710+21.2% | $5,851+39.0% |
| Admin fee / account holder | $21,875 | $12,126+80.4% | $10,265+113.1% | $11,601+88.6% |