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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 | $140,594 | $67,894+107.1% | $89,340+57.4% | $82,448+70.5% |
| Participation rate | 93.9% | 64.0%+29.9pp | 69.6%+24.4pp | 68.1%+25.9pp |
| Annual return | 7.23% | 19.21%-12.0pp | 20.57%-13.3pp | 41.64%-34.4pp |
| Employer contribution / active EE | $3,557 | $1,828+94.6% | $2,231+59.4% | $2,551+39.4% |
| Participant deferral / active EE | $2,730 | $3,072-11.1% | $3,823-28.6% | $4,139-34.0% |
| Admin fee / account holder | $40,855 | $5,723+613.9% | $6,704+509.4% | $7,234+464.7% |