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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 | $121,441 | $110,337+10.1% | $102,383+18.6% | $145,877-16.8% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 4.43% | 24.83%-20.4pp | 24.94%-20.5pp | 551.28%-546.9pp |
| Employer contribution / active EE | $1,632 | $4,216-61.3% | $3,870-57.8% | $4,663-65.0% |
| Participant deferral / active EE | $3,015 | $5,621-46.4% | $5,060-40.4% | $6,691-54.9% |
| Admin fee / account holder | $878 | $9,750-91.0% | $8,391-89.5% | $13,402-93.4% |