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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 | $184,790 | $174,379+6.0% | $152,093+21.5% | $138,895+33.0% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 9.20% | 74.86%-65.7pp | 66.36%-57.2pp | 145.39%-136.2pp |
| Employer contribution / active EE | $2,540 | $4,652-45.4% | $4,175-39.1% | $4,194-39.4% |
| Participant deferral / active EE | $8,613 | $6,159+39.8% | $5,451+58.0% | $6,396+34.7% |
| Admin fee / account holder | $3,856 | $16,880-77.2% | $14,497-73.4% | $12,562-69.3% |