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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 | $144,094 | $65,034+121.6% | $90,970+58.4% | $79,856+80.4% |
| Participation rate | 84.6% | 61.6%+23.0pp | 69.0%+15.6pp | 69.6%+15.0pp |
| Annual return | 3.18% | 30.45%-27.3pp | 134.60%-131.4pp | 31.71%-28.5pp |
| Employer contribution / active EE | $2,162 | $1,247+73.3% | $2,122+1.9% | $2,471-12.5% |
| Participant deferral / active EE | $4,893 | $2,512+94.8% | $3,373+45.1% | $3,741+30.8% |
| Admin fee / account holder | $6,286 | $4,536+38.6% | $5,961+5.4% | $5,306+18.5% |