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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 | $134,868 | $65,712+105.2% | $57,196+135.8% | $273,972-50.8% |
| Participation rate | 91.3% | 78.3%+13.0pp | 75.3%+16.0pp | 83.0%+8.3pp |
| Annual return | 0.65% | 22.01%-21.4pp | 14.59%-13.9pp | 41.46%-40.8pp |
| Employer contribution / active EE | $5,166 | $3,280+57.5% | $2,683+92.6% | $4,869+6.1% |
| Participant deferral / active EE | $3,708 | $3,782-1.9% | $3,096+19.8% | $5,287-29.9% |
| Admin fee / account holder | $2,037 | $4,838-57.9% | $3,141-35.1% | $10,133-79.9% |