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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 | $154,441 | $76,551+101.7% | $123,894+24.7% | $62,881+145.6% |
| Participation rate | 90.3% | 73.0%+17.3pp | 81.4%+8.9pp | 69.3%+21.0pp |
| Annual return | 3.91% | 18.68%-14.8pp | 47.52%-43.6pp | 20.14%-16.2pp |
| Employer contribution / active EE | $1,935 | $2,882-32.9% | $4,617-58.1% | $2,281-15.1% |
| Participant deferral / active EE | $2,502 | $4,840-48.3% | $5,984-58.2% | $3,203-21.9% |
| Admin fee / account holder | $2,458 | $4,826-49.1% | $8,357-70.6% | $4,296-42.8% |