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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 | $170,505 | $138,312+23.3% | $122,979+38.6% | $155,188+9.9% |
| Participation rate | 88.9% | 80.2%+8.7pp | 77.2%+11.7pp | 80.8%+8.1pp |
| Annual return | 4.62% | 22.06%-17.4pp | 20.12%-15.5pp | 148.84%-144.2pp |
| Employer contribution / active EE | $2,778 | $3,530-21.3% | $3,062-9.3% | $4,248-34.6% |
| Participant deferral / active EE | $4,072 | $5,592-27.2% | $5,003-18.6% | $6,531-37.6% |
| Admin fee / account holder | $1,886 | $15,089-87.5% | $12,864-85.3% | $14,480-87.0% |