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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 | $176,014 | $159,934+10.1% | $147,005+19.7% | $145,959+20.6% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 6.01% | 98.24%-92.2pp | 418.76%-412.8pp | 561.95%-555.9pp |
| Employer contribution / active EE | $13,069 | $5,287+147.2% | $4,934+164.9% | $4,661+180.4% |
| Participant deferral / active EE | $7,614 | $8,427-9.6% | $8,070-5.6% | $6,689+13.8% |
| Admin fee / account holder | $14,162 | $15,053-5.9% | $13,006+8.9% | $13,398+5.7% |