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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 | $143,430 | $51,638+177.8% | $68,368+109.8% | $82,448+74.0% |
| Participation rate | 93.0% | 63.6%+29.4pp | 73.8%+19.3pp | 68.1%+25.0pp |
| Annual return | 10.70% | 37.53%-26.8pp | 292.57%-281.9pp | 41.64%-30.9pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $12,958 | $2,914+344.8% | $4,123+214.3% | $4,139+213.0% |
| Admin fee / account holder | $17,839 | $4,643+284.2% | $5,150+246.4% | $7,234+146.6% |