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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 | $159,978+10.0% | $147,041+19.7% | $145,978+20.6% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 6.01% | 98.36%-92.4pp | 419.21%-413.2pp | 550.52%-544.5pp |
| Employer contribution / active EE | $13,069 | $5,288+147.1% | $4,935+164.8% | $4,662+180.3% |
| Participant deferral / active EE | $7,614 | $8,429-9.7% | $8,071-5.7% | $6,690+13.8% |
| Admin fee / account holder | $14,162 | $15,053-5.9% | $13,006+8.9% | $13,400+5.7% |