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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 | $146,267-15.2% | $197,124-37.1% | $82,448+50.4% |
| Participation rate | 74.2% | 84.0%-9.8pp | 86.7%-12.5pp | 68.1%+6.1pp |
| Annual return | 12.98% | 29.61%-16.6pp | 44.34%-31.4pp | 41.64%-28.7pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,591 | $7,035+7.9% | $9,135-16.9% | $4,139+83.4% |
| Admin fee / account holder | $22,557 | $14,422+56.4% | $16,298+38.4% | $7,234+211.8% |