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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 | $152,264 | $94,031+61.9% | $115,768+31.5% | $82,448+84.7% |
| Participation rate | 96.3% | 70.4%+25.9pp | 74.4%+21.9pp | 68.1%+28.2pp |
| Annual return | 6.97% | 20.61%-13.6pp | 100.46%-93.5pp | 41.64%-34.7pp |
| Employer contribution / active EE | $2,429 | $2,323+4.5% | $2,940-17.4% | $2,551-4.8% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,917-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,180 | $10,249-69.0% | $12,439-74.4% | $7,234-56.0% |