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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 | $159,859 | $65,367+144.6% | $92,915+72.0% | $72,976+119.1% |
| Participation rate | 92.0% | 68.3%+23.7pp | 76.0%+16.0pp | 69.5%+22.5pp |
| Annual return | 9.61% | 42.11%-32.5pp | 109.45%-99.8pp | 81.02%-71.4pp |
| Employer contribution / active EE | $1,563 | $2,594-39.7% | $3,653-57.2% | $2,440-35.9% |
| Participant deferral / active EE | $4,577 | $3,128+46.3% | $4,238+8.0% | $3,608+26.9% |
| Admin fee / account holder | $4,559 | $4,251+7.2% | $5,796-21.3% | $5,124-11.0% |