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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 | $206,764 | $85,766+141.1% | $136,297+51.7% | $70,124+194.9% |
| Participation rate | 92.4% | 74.2%+18.3pp | 81.9%+10.5pp | 69.5%+22.9pp |
| Annual return | 13.46% | 31.45%-18.0pp | 5156.19%-5142.7pp | 73.14%-59.7pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $10,521 | $5,051+108.3% | $6,247+68.4% | $3,332+215.8% |
| Admin fee / account holder | $5,425 | $5,420+0.1% | $9,244-41.3% | $4,645+16.8% |