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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 | $176,948 | $135,956+30.2% | $123,894+42.8% | $273,972-35.4% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 1.72% | 56.63%-54.9pp | 47.52%-45.8pp | 41.46%-39.7pp |
| Employer contribution / active EE | $1,033 | $5,170-80.0% | $4,617-77.6% | $4,869-78.8% |
| Participant deferral / active EE | $6,503 | $6,343+2.5% | $5,984+8.7% | $5,287+23.0% |
| Admin fee / account holder | $2,604 | $9,817-73.5% | $8,357-68.8% | $10,133-74.3% |