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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 | $222,103 | $185,312+19.9% | $161,489+37.5% | $154,746+43.5% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.7%+7.0pp | 80.7%+5.0pp |
| Annual return | 9.09% | 103.84%-94.7pp | 89.72%-80.6pp | 172.34%-163.2pp |
| Employer contribution / active EE | $1,429 | $4,769-70.0% | $4,268-66.5% | $4,379-67.4% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $16,540 | $18,654-11.3% | $16,006+3.3% | $14,365+15.1% |