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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 | $122,620 | $54,757+123.9% | $90,304+35.8% | $72,975+68.0% |
| Participation rate | 73.7% | 65.2%+8.5pp | 73.3%+0.4pp | 69.5%+4.2pp |
| Annual return | 7.04% | 30.63%-23.6pp | 78.13%-71.1pp | 81.01%-74.0pp |
| Employer contribution / active EE | $2,151 | $2,093+2.8% | $2,855-24.6% | $2,440-11.8% |
| Participant deferral / active EE | $5,114 | $2,887+77.1% | $3,885+31.6% | $3,608+41.8% |
| Admin fee / account holder | $989 | $3,973-75.1% | $5,354-81.5% | $5,124-80.7% |