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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 | $184,056 | $138,385+33.0% | $184,243-0.1% | $80,925+127.4% |
| Participation rate | 73.1% | 83.9%-10.8pp | 86.8%-13.7pp | 67.7%+5.4pp |
| Annual return | 8.94% | 20.02%-11.1pp | 28.82%-19.9pp | 35.65%-26.7pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,200 | $7,075-40.6% | $9,132-54.0% | $4,299-2.3% |
| Admin fee / account holder | $2,954 | $10,489-71.8% | $13,914-78.8% | $6,940-57.4% |