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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 | $182,193 | $162,136+12.4% | $152,301+19.6% | $154,746+17.7% |
| Participation rate | 71.4% | 84.1%-12.7pp | 82.4%-11.0pp | 80.7%-9.3pp |
| Annual return | 9.70% | 91.02%-81.3pp | 80.50%-70.8pp | 172.34%-162.6pp |
| Employer contribution / active EE | $2,333 | $4,890-52.3% | $4,624-49.6% | $4,379-46.7% |
| Participant deferral / active EE | $9,913 | $8,341+18.8% | $8,004+23.8% | $6,730+47.3% |
| Admin fee / account holder | $90,975 | $15,759+477.3% | $14,398+531.9% | $14,365+533.3% |