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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 | $124,980+36.4% | $108,359+57.4% | $154,746+10.2% |
| Participation rate | 92.9% | 75.2%+17.7pp | 70.1%+22.7pp | 80.7%+12.2pp |
| Annual return | 5.23% | 45.00%-39.8pp | 36.89%-31.7pp | 172.34%-167.1pp |
| Employer contribution / active EE | $1,290 | $2,851-54.7% | $2,399-46.2% | $4,379-70.5% |
| Participant deferral / active EE | $2,928 | $4,743-38.3% | $4,137-29.2% | $6,730-56.5% |
| Admin fee / account holder | $742 | $11,502-93.5% | $9,741-92.4% | $14,365-94.8% |