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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 | $123,155+33.8% | $108,753+51.5% | $155,188+6.2% |
| Participation rate | 90.5% | 75.6%+14.8pp | 71.1%+19.4pp | 80.8%+9.7pp |
| Annual return | 5.05% | 44.73%-39.7pp | 37.47%-32.4pp | 148.84%-143.8pp |
| Employer contribution / active EE | $1,190 | $2,811-57.7% | $2,427-50.9% | $4,248-72.0% |
| Participant deferral / active EE | $1,803 | $4,623-61.0% | $4,115-56.2% | $6,531-72.4% |
| Admin fee / account holder | $5,134 | $12,126-57.7% | $10,320-50.2% | $14,480-64.5% |