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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 | $96,376 | $181,896-47.0% | $156,551-38.4% | $273,972-64.8% |
| Participation rate | 76.2% | 88.4%-12.2pp | 84.0%-7.8pp | 83.0%-6.8pp |
| Annual return | 2.32% | 30.74%-28.4pp | 32.23%-29.9pp | 41.46%-39.1pp |
| Employer contribution / active EE | $1,856 | $6,248-70.3% | $5,501-66.3% | $4,869-61.9% |
| Participant deferral / active EE | $3,804 | $5,550-31.5% | $4,871-21.9% | $5,287-28.1% |
| Admin fee / account holder | $49,860 | $15,560+220.4% | $13,028+282.7% | $10,133+392.1% |