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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 | $140,657 | $89,259+57.6% | $107,187+31.2% | $82,637+70.2% |
| Participation rate | 80.4% | 67.9%+12.5pp | 75.0%+5.4pp | 68.1%+12.3pp |
| Annual return | 12.18% | 21.02%-8.8pp | 204.55%-192.4pp | 53.51%-41.3pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $8,396 | $4,037+108.0% | $5,096+64.8% | $4,126+103.5% |
| Admin fee / account holder | $9,561 | $7,381+29.5% | $9,162+4.3% | $7,339+30.3% |