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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 | $181,210 | $154,228+17.5% | $145,433+24.6% | $137,256+32.0% |
| Participation rate | 92.3% | 83.8%+8.5pp | 82.1%+10.2pp | 80.0%+12.3pp |
| Annual return | 9.06% | 74.59%-65.5pp | 66.58%-57.5pp | 220.34%-211.3pp |
| Employer contribution / active EE | $2,298 | $4,804-52.2% | $4,554-49.5% | $4,156-44.7% |
| Participant deferral / active EE | $5,885 | $8,216-28.4% | $7,897-25.5% | $6,407-8.1% |
| Admin fee / account holder | $67,795 | $14,344+372.6% | $13,129+416.4% | $12,270+452.5% |