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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 | $165,660 | $155,555+6.5% | $146,866+12.8% | $155,188+6.7% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.5%+7.5pp | 80.8%+9.2pp |
| Annual return | 9.82% | 115.41%-105.6pp | 102.85%-93.0pp | 148.84%-139.0pp |
| Employer contribution / active EE | $2,091 | $4,647-55.0% | $4,425-52.7% | $4,248-50.8% |
| Participant deferral / active EE | $9,970 | $8,044+23.9% | $7,759+28.5% | $6,531+52.7% |
| Admin fee / account holder | $50,150 | $14,755+239.9% | $13,620+268.2% | $14,480+246.3% |