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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 | $187,400 | $49,976+275.0% | $66,674+181.1% | $82,637+126.8% |
| Participation rate | 90.2% | 63.1%+27.1pp | 73.7%+16.6pp | 68.1%+22.2pp |
| Annual return | 12.15% | 39.09%-26.9pp | 321.24%-309.1pp | 53.51%-41.4pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,176 | $2,847+81.8% | $4,084+26.7% | $4,126+25.4% |
| Admin fee / account holder | $29,870 | $4,594+550.3% | $5,098+485.9% | $7,339+307.0% |