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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 | $155,697 | $103,164+50.9% | $90,259+72.5% | $154,746+0.6% |
| Participation rate | 71.4% | 76.1%-4.7pp | 70.7%+0.7pp | 80.7%-9.3pp |
| Annual return | -1.83% | 19.25%-21.1pp | 18.88%-20.7pp | 172.34%-174.2pp |
| Employer contribution / active EE | $1,628 | $2,532-35.7% | $2,291-28.9% | $4,379-62.8% |
| Participant deferral / active EE | $3,532 | $4,422-20.1% | $3,827-7.7% | $6,730-47.5% |
| Admin fee / account holder | $944 | $8,593-89.0% | $7,267-87.0% | $14,365-93.4% |