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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 | $146,682 | $106,749+37.4% | $145,433+0.9% | $82,448+77.9% |
| Participation rate | 71.0% | 75.6%-4.7pp | 82.1%-11.2pp | 68.1%+2.9pp |
| Annual return | 9.31% | 27.59%-18.3pp | 66.58%-57.3pp | 41.64%-32.3pp |
| Employer contribution / active EE | $2,254 | $3,444-34.6% | $4,554-50.5% | $2,551-11.6% |
| Participant deferral / active EE | $4,200 | $6,519-35.6% | $7,897-46.8% | $4,139+1.5% |
| Admin fee / account holder | $36,146 | $8,390+330.8% | $13,129+175.3% | $7,234+399.6% |