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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 | $102,245+52.3% | $89,340+74.3% | $137,256+13.4% |
| Participation rate | 71.4% | 74.9%-3.5pp | 69.6%+1.9pp | 80.0%-8.5pp |
| Annual return | -1.83% | 21.89%-23.7pp | 20.57%-22.4pp | 220.34%-222.2pp |
| Employer contribution / active EE | $1,628 | $2,529-35.6% | $2,231-27.0% | $4,156-60.8% |
| Participant deferral / active EE | $3,532 | $4,436-20.4% | $3,823-7.6% | $6,407-44.9% |
| Admin fee / account holder | $944 | $8,085-88.3% | $6,704-85.9% | $12,270-92.3% |