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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 | $177,951 | $77,908+128.4% | $149,696+18.9% | $75,173+136.7% |
| Participation rate | 85.7% | 65.6%+20.1pp | 78.8%+6.9pp | 67.2%+18.5pp |
| Annual return | 10.07% | 31.73%-21.7pp | 134.46%-124.4pp | 160.72%-150.6pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,173 | $3,411+51.7% | $5,682-9.0% | $4,126+25.4% |
| Admin fee / account holder | $1,777 | $5,950-70.1% | $13,212-86.6% | $5,651-68.6% |