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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 | $170,505 | $112,729+51.3% | $98,716+72.7% | $137,256+24.2% |
| Participation rate | 92.9% | 74.2%+18.6pp | 69.3%+23.6pp | 80.0%+12.9pp |
| Annual return | 5.23% | 38.48%-33.2pp | 31.81%-26.6pp | 220.34%-215.1pp |
| Employer contribution / active EE | $1,290 | $2,725-52.7% | $2,279-43.4% | $4,156-69.0% |
| Participant deferral / active EE | $2,928 | $4,640-36.9% | $4,048-27.7% | $6,407-54.3% |
| Admin fee / account holder | $742 | $10,129-92.7% | $8,703-91.5% | $12,270-94.0% |