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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 | $242,602 | $89,370+171.5% | $141,197+71.8% | $72,976+232.4% |
| Participation rate | 89.2% | 75.1%+14.1pp | 82.5%+6.7pp | 69.5%+19.7pp |
| Annual return | 15.07% | 111.88%-96.8pp | 71.41%-56.3pp | 81.02%-65.9pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $11,980 | $5,419+121.1% | $6,710+78.5% | $3,608+232.1% |
| Admin fee / account holder | $1,786 | $5,957-70.0% | $10,265-82.6% | $5,124-65.1% |