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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 | $220,978 | $64,920+240.4% | $103,693+113.1% | $86,983+154.0% |
| Participation rate | 96.1% | 63.6%+32.5pp | 72.6%+23.4pp | 69.5%+26.5pp |
| Annual return | 3.01% | 30.29%-27.3pp | 47.61%-44.6pp | 25.83%-22.8pp |
| Employer contribution / active EE | $1,991 | $2,141-7.0% | $2,920-31.8% | $2,584-23.0% |
| Participant deferral / active EE | $0 | $3,241-100.0% | $4,579-100.0% | $4,194-100.0% |
| Admin fee / account holder | $1,479 | $6,191-76.1% | $7,858-81.2% | $7,856-81.2% |