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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 | $161,331 | $157,304+2.6% | $141,197+14.3% | $152,909+5.5% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.5%-0.6pp |
| Annual return | 12.72% | 64.34%-51.6pp | 71.41%-58.7pp | 345.46%-332.7pp |
| Employer contribution / active EE | $27,273 | $5,263+418.2% | $4,736+475.8% | $4,764+472.5% |
| Participant deferral / active EE | $9,295 | $7,111+30.7% | $6,710+38.5% | $5,851+58.9% |
| Admin fee / account holder | $10,028 | $12,126-17.3% | $10,265-2.3% | $11,601-13.6% |