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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 | $204,102 | $183,539+11.2% | $155,556+31.2% | $145,897+39.9% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 0.63% | 61.31%-60.7pp | 64.84%-64.2pp | 552.29%-551.7pp |
| Employer contribution / active EE | $6,333 | $5,315+19.2% | $4,675+35.5% | $4,663+35.8% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $16,759 | $19,275-13.1% | $15,885+5.5% | $13,390+25.2% |