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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 | $159,836 | $63,346+152.3% | $92,239+73.3% | $70,124+127.9% |
| Participation rate | 82.8% | 68.7%+14.1pp | 76.5%+6.3pp | 69.5%+13.2pp |
| Annual return | 3.80% | 530.19%-526.4pp | 176.29%-172.5pp | 73.14%-69.3pp |
| Employer contribution / active EE | $1,107 | $2,471-55.2% | $3,680-69.9% | $2,342-52.7% |
| Participant deferral / active EE | $1,354 | $2,854-52.5% | $3,897-65.3% | $3,332-59.4% |
| Admin fee / account holder | $5,973 | $3,841+55.5% | $5,194+15.0% | $4,645+28.6% |