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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 | $77,082 | $108,825-29.2% | $156,181-50.6% | $82,448-6.5% |
| Participation rate | 76.5% | 72.4%+4.1pp | 78.8%-2.4pp | 68.1%+8.4pp |
| Annual return | 3.52% | 20.59%-17.1pp | 64.87%-61.4pp | 41.64%-38.1pp |
| Employer contribution / active EE | $4,809 | $2,870+67.6% | $4,294+12.0% | $2,551+88.5% |
| Participant deferral / active EE | $2,701 | $4,577-41.0% | $6,132-56.0% | $4,139-34.8% |
| Admin fee / account holder | $35,427 | $9,341+279.3% | $14,586+142.9% | $7,234+389.7% |