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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 | $166,934 | $165,361+1.0% | $149,715+11.5% | $158,950+5.0% |
| Participation rate | 78.9% | 84.6%-5.6pp | 82.5%-3.5pp | 82.0%-3.0pp |
| Annual return | 4.19% | 348.24%-344.0pp | 276.66%-272.5pp | 302.91%-298.7pp |
| Employer contribution / active EE | $5,263 | $5,103+3.1% | $4,645+13.3% | $4,762+10.5% |
| Participant deferral / active EE | $4,051 | $7,182-43.6% | $6,842-40.8% | $5,983-32.3% |
| Admin fee / account holder | $37,061 | $10,808+242.9% | $9,310+298.1% | $11,248+229.5% |