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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 | $162,170 | $209,422-22.6% | $178,503-9.2% | $158,982+2.0% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 6.09% | 188.81%-182.7pp | 151.12%-145.0pp | 302.99%-296.9pp |
| Employer contribution / active EE | $1,755 | $5,707-69.2% | $5,011-65.0% | $4,763-63.1% |
| Participant deferral / active EE | $6,100 | $5,955+2.4% | $5,202+17.2% | $5,983+1.9% |
| Admin fee / account holder | $5,181 | $17,079-69.7% | $13,987-63.0% | $11,252-54.0% |