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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 | $162,489 | $76,551+112.3% | $123,894+31.2% | $62,881+158.4% |
| Participation rate | 82.0% | 73.0%+9.0pp | 81.4%+0.6pp | 69.3%+12.7pp |
| Annual return | 5.57% | 18.68%-13.1pp | 47.52%-41.9pp | 20.14%-14.6pp |
| Employer contribution / active EE | $1,758 | $2,882-39.0% | $4,617-61.9% | $2,281-22.9% |
| Participant deferral / active EE | $3,616 | $4,840-25.3% | $5,984-39.6% | $3,203+12.9% |
| Admin fee / account holder | $3,109 | $4,826-35.6% | $8,357-62.8% | $4,296-27.6% |