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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 | $174,975 | $49,249+255.3% | $70,476+148.3% | $79,852+119.1% |
| Participation rate | 96.0% | 69.2%+26.8pp | 75.1%+20.9pp | 69.6%+26.4pp |
| Annual return | 3.14% | 30.09%-27.0pp | 109.12%-106.0pp | 31.72%-28.6pp |
| Employer contribution / active EE | $7,117 | $2,100+238.9% | $2,738+160.0% | $2,471+188.0% |
| Participant deferral / active EE | $4,324 | $2,769+56.2% | $3,710+16.6% | $3,740+15.6% |
| Admin fee / account holder | $5,420 | $2,878+88.3% | $3,847+40.9% | $5,306+2.1% |