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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 | $156,963 | $91,559+71.4% | $133,959+17.2% | $79,858+96.6% |
| Participation rate | 95.5% | 73.3%+22.1pp | 79.8%+15.6pp | 69.6%+25.8pp |
| Annual return | 4.82% | 61.85%-57.0pp | 45.09%-40.3pp | 31.72%-26.9pp |
| Employer contribution / active EE | $3,923 | $2,384+64.6% | $3,919+0.1% | $2,471+58.8% |
| Participant deferral / active EE | $3,103 | $3,734-16.9% | $5,047-38.5% | $3,740-17.0% |
| Admin fee / account holder | $5,752 | $6,321-9.0% | $8,928-35.6% | $5,306+8.4% |