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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 | $123,965 | $143,969-13.9% | $199,883-38.0% | $82,637+50.0% |
| Participation rate | 74.2% | 84.1%-9.9pp | 86.8%-12.6pp | 68.1%+6.1pp |
| Annual return | 12.98% | 25.67%-12.7pp | 43.81%-30.8pp | 53.51%-40.5pp |
| Employer contribution / active EE | $0 | $4,632-100.0% | $6,261-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $7,591 | $6,937+9.4% | $9,138-16.9% | $4,126+84.0% |
| Admin fee / account holder | $22,557 | $14,597+54.5% | $17,268+30.6% | $7,339+207.4% |