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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 | $164,772 | $112,729+46.2% | $98,716+66.9% | $137,256+20.0% |
| Participation rate | 90.5% | 74.2%+16.2pp | 69.3%+21.2pp | 80.0%+10.5pp |
| Annual return | 5.05% | 38.48%-33.4pp | 31.81%-26.8pp | 220.34%-215.3pp |
| Employer contribution / active EE | $1,190 | $2,725-56.3% | $2,279-47.8% | $4,156-71.4% |
| Participant deferral / active EE | $1,803 | $4,640-61.1% | $4,048-55.5% | $6,407-71.9% |
| Admin fee / account holder | $5,134 | $10,129-49.3% | $8,703-41.0% | $12,270-58.2% |