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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 | $154,511 | $98,766+56.4% | $149,730+3.2% | $79,852+93.5% |
| Participation rate | 85.4% | 75.8%+9.6pp | 82.5%+2.9pp | 69.6%+15.8pp |
| Annual return | 2.02% | 27.43%-25.4pp | 276.70%-274.7pp | 31.72%-29.7pp |
| Employer contribution / active EE | $2,658 | $3,217-17.4% | $4,645-42.8% | $2,471+7.6% |
| Participant deferral / active EE | $6,100 | $5,681+7.4% | $6,843-10.8% | $3,740+63.1% |
| Admin fee / account holder | $8,617 | $6,052+42.4% | $9,310-7.4% | $5,306+62.4% |