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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 | $159,876 | $172,111-7.1% | $150,298+6.4% | $137,256+16.5% |
| Participation rate | 76.9% | 81.7%-4.8pp | 77.8%-0.8pp | 80.0%-3.0pp |
| Annual return | 11.07% | 69.37%-58.3pp | 62.79%-51.7pp | 220.34%-209.3pp |
| Employer contribution / active EE | $6,251 | $4,636+34.8% | $4,154+50.5% | $4,156+50.4% |
| Participant deferral / active EE | $6,259 | $6,166+1.5% | $5,453+14.8% | $6,407-2.3% |
| Admin fee / account holder | $14,314 | $16,471-13.1% | $14,116+1.4% | $12,270+16.7% |