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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 | $155,653 | $58,493+166.1% | $84,023+85.3% | $72,976+113.3% |
| Participation rate | 82.3% | 61.2%+21.0pp | 69.0%+13.2pp | 69.5%+12.8pp |
| Annual return | 4.22% | 28.93%-24.7pp | 71.32%-67.1pp | 81.02%-76.8pp |
| Employer contribution / active EE | $1,085 | $1,163-6.8% | $1,984-45.3% | $2,440-55.6% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $4,489 | $4,569-1.8% | $6,102-26.4% | $5,124-12.4% |