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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 | $196,658 | $81,276+142.0% | $155,574+26.4% | $80,925+143.0% |
| Participation rate | 78.6% | 66.2%+12.3pp | 78.2%+0.4pp | 67.7%+10.9pp |
| Annual return | 9.00% | 33.36%-24.4pp | 64.87%-55.9pp | 35.65%-26.7pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,589 | $3,453+61.9% | $5,629-0.7% | $4,299+30.0% |
| Admin fee / account holder | $21,367 | $7,993+167.3% | $15,914+34.3% | $6,940+207.9% |