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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 | $242,906 | $106,749+127.5% | $145,433+67.0% | $82,448+194.6% |
| Participation rate | 96.0% | 75.6%+20.4pp | 82.1%+13.9pp | 68.1%+27.9pp |
| Annual return | 13.84% | 27.59%-13.8pp | 66.58%-52.7pp | 41.64%-27.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $11,030 | $6,519+69.2% | $7,897+39.7% | $4,139+166.5% |
| Admin fee / account holder | $23,576 | $8,390+181.0% | $13,129+79.6% | $7,234+225.9% |