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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 | $109,620+38.9% | $148,496+2.5% | $94,015+62.0% |
| Participation rate | 96.3% | 71.3%+25.0pp | 76.0%+20.3pp | 70.8%+25.5pp |
| Annual return | 6.97% | 17.54%-10.6pp | 12.33%-5.4pp | 17.84%-10.9pp |
| Employer contribution / active EE | $2,429 | $2,618-7.2% | $3,497-30.6% | $2,790-12.9% |
| Participant deferral / active EE | $0 | $3,831-100.0% | $4,808-100.0% | $4,249-100.0% |
| Admin fee / account holder | $3,180 | $10,050-68.4% | $19,547-83.7% | $8,951-64.5% |