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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 | $167,518 | $96,731+73.2% | $123,973+35.1% | $86,983+92.6% |
| Participation rate | 71.9% | 70.0%+1.9pp | 76.7%-4.7pp | 69.5%+2.4pp |
| Annual return | 10.39% | 17.33%-6.9pp | 388.13%-377.7pp | 25.83%-15.4pp |
| Employer contribution / active EE | $4,410 | $3,297+33.7% | $4,126+6.9% | $2,584+70.6% |
| Participant deferral / active EE | $7,294 | $4,152+75.7% | $5,247+39.0% | $4,194+73.9% |
| Admin fee / account holder | $1,947 | $8,722-77.7% | $11,799-83.5% | $7,856-75.2% |