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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 | $119,410 | $48,078+148.4% | $78,676+51.8% | $62,881+89.9% |
| Participation rate | 90.0% | 65.2%+24.8pp | 73.6%+16.4pp | 69.3%+20.7pp |
| Annual return | 0.21% | 31.36%-31.2pp | 62.19%-62.0pp | 20.14%-19.9pp |
| Employer contribution / active EE | $2,347 | $2,015+16.5% | $2,850-17.7% | $2,281+2.9% |
| Participant deferral / active EE | $4,372 | $2,587+69.0% | $3,517+24.3% | $3,203+36.5% |
| Admin fee / account holder | $3,018 | $3,206-5.9% | $4,510-33.1% | $4,296-29.7% |