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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 | $175,807 | $91,559+92.0% | $133,978+31.2% | $79,856+120.2% |
| Participation rate | 96.6% | 73.3%+23.2pp | 79.8%+16.7pp | 69.6%+26.9pp |
| Annual return | 2.49% | 61.85%-59.4pp | 45.10%-42.6pp | 31.71%-29.2pp |
| Employer contribution / active EE | $1,724 | $2,384-27.7% | $3,919-56.0% | $2,471-30.2% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,741-100.0% |
| Admin fee / account holder | $3,255 | $6,321-48.5% | $8,930-63.5% | $5,306-38.7% |