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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 | $201,523 | $89,364+125.5% | $141,173+42.7% | $72,986+176.1% |
| Participation rate | 93.1% | 75.1%+18.0pp | 82.5%+10.6pp | 69.5%+23.6pp |
| Annual return | 3.43% | 111.86%-108.4pp | 71.40%-68.0pp | 81.01%-77.6pp |
| Employer contribution / active EE | $1,724 | $3,115-44.6% | $4,735-63.6% | $2,440-29.3% |
| Participant deferral / active EE | $7,395 | $5,419+36.5% | $6,710+10.2% | $3,607+105.0% |
| Admin fee / account holder | $6,436 | $5,959+8.0% | $10,262-37.3% | $5,124+25.6% |