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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 | $106,974+45.5% | $90,796+71.5% | $138,895+12.1% |
| Participation rate | 71.4% | 74.9%-3.4pp | 69.5%+1.9pp | 79.9%-8.5pp |
| Annual return | -1.83% | 20.10%-21.9pp | 19.29%-21.1pp | 145.39%-147.2pp |
| Employer contribution / active EE | $1,628 | $2,609-37.6% | $2,294-29.0% | $4,194-61.2% |
| Participant deferral / active EE | $3,532 | $4,455-20.7% | $3,822-7.6% | $6,396-44.8% |
| Admin fee / account holder | $944 | $8,626-89.1% | $7,024-86.6% | $12,562-92.5% |