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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 | $161,577 | $106,749+51.4% | $145,433+11.1% | $82,448+96.0% |
| Participation rate | 85.4% | 75.6%+9.7pp | 82.1%+3.2pp | 68.1%+17.3pp |
| Annual return | 13.59% | 27.59%-14.0pp | 66.58%-53.0pp | 41.64%-28.1pp |
| Employer contribution / active EE | $3,478 | $3,444+1.0% | $4,554-23.6% | $2,551+36.3% |
| Participant deferral / active EE | $4,438 | $6,519-31.9% | $7,897-43.8% | $4,139+7.2% |
| Admin fee / account holder | $35,628 | $8,390+324.7% | $13,129+171.4% | $7,234+392.5% |