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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 | $226,650 | $106,524+112.8% | $152,301+48.8% | $87,485+159.1% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.4%-2.4pp | 68.9%+11.1pp |
| Annual return | 12.53% | 26.89%-14.4pp | 80.50%-68.0pp | 26.06%-13.5pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $11,803 | $6,525+80.9% | $8,004+47.5% | $4,274+176.2% |
| Admin fee / account holder | $28,038 | $8,287+238.4% | $14,398+94.7% | $7,775+260.6% |