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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 | $148,792 | $172,111-13.5% | $150,298-1.0% | $137,256+8.4% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 6.73% | 69.37%-62.6pp | 62.79%-56.1pp | 220.34%-213.6pp |
| Employer contribution / active EE | $16,462 | $4,636+255.1% | $4,154+296.3% | $4,156+296.1% |
| Participant deferral / active EE | $11,825 | $6,166+91.8% | $5,453+116.9% | $6,407+84.6% |
| Admin fee / account holder | $20,956 | $16,471+27.2% | $14,116+48.5% | $12,270+70.8% |