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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 | $213,398 | $39,132+445.3% | $57,196+273.1% | $62,881+239.4% |
| Participation rate | 75.6% | 70.5%+5.1pp | 75.3%+0.3pp | 69.3%+6.3pp |
| Annual return | 0.37% | 9.24%-8.9pp | 14.59%-14.2pp | 20.14%-19.8pp |
| Employer contribution / active EE | $3,861 | $1,874+106.0% | $2,683+43.9% | $2,281+69.3% |
| Participant deferral / active EE | $4,357 | $2,374+83.5% | $3,096+40.7% | $3,203+36.0% |
| Admin fee / account holder | $13,170 | $2,594+407.7% | $3,141+319.3% | $4,296+206.6% |