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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 | $117,078 | $84,236+39.0% | $170,435-31.3% | $70,126+67.0% |
| Participation rate | 83.6% | 70.8%+12.8pp | 83.6%0pp | 69.5%+14.1pp |
| Annual return | 11.42% | 23.06%-11.6pp | 205.94%-194.5pp | 73.15%-61.7pp |
| Employer contribution / active EE | $4,481 | $3,387+32.3% | $5,432-17.5% | $2,343+91.3% |
| Participant deferral / active EE | $3,920 | $3,086+27.0% | $4,939-20.6% | $3,332+17.6% |
| Admin fee / account holder | $1,753 | $5,698-69.2% | $13,881-87.4% | $4,645-62.3% |