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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 | $131,795 | $77,449+70.2% | $69,483+89.7% | $152,909-13.8% |
| Participation rate | 90.5% | 78.1%+12.4pp | 74.6%+15.9pp | 82.5%+8.0pp |
| Annual return | 3.37% | 39.09%-35.7pp | 28.99%-25.6pp | 345.46%-342.1pp |
| Employer contribution / active EE | $2,669 | $3,316-19.5% | $2,780-4.0% | $4,764-44.0% |
| Participant deferral / active EE | $6,549 | $4,415+48.3% | $3,537+85.2% | $5,851+11.9% |
| Admin fee / account holder | $1,977 | $6,210-68.2% | $3,841-48.5% | $11,601-83.0% |