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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 | $174,648 | $181,896-4.0% | $156,551+11.6% | $273,972-36.3% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 2.29% | 30.74%-28.5pp | 32.23%-29.9pp | 41.46%-39.2pp |
| Employer contribution / active EE | $3,361 | $6,248-46.2% | $5,501-38.9% | $4,869-31.0% |
| Participant deferral / active EE | $1,874 | $5,550-66.2% | $4,871-61.5% | $5,287-64.6% |
| Admin fee / account holder | $12,194 | $15,560-21.6% | $13,028-6.4% | $10,133+20.3% |