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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 | $170,151 | $162,136+4.9% | $152,301+11.7% | $154,746+10.0% |
| Participation rate | 81.0% | 84.1%-3.2pp | 82.4%-1.5pp | 80.7%+0.3pp |
| Annual return | 8.64% | 91.02%-82.4pp | 80.50%-71.9pp | 172.34%-163.7pp |
| Employer contribution / active EE | $3,316 | $4,890-32.2% | $4,624-28.3% | $4,379-24.3% |
| Participant deferral / active EE | $6,070 | $8,341-27.2% | $8,004-24.2% | $6,730-9.8% |
| Admin fee / account holder | $6,915 | $15,759-56.1% | $14,398-52.0% | $14,365-51.9% |