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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 | $124,458 | $76,407+62.9% | $150,298-17.2% | $82,448+51.0% |
| Participation rate | 91.7% | 66.4%+25.3pp | 77.8%+13.9pp | 68.1%+23.6pp |
| Annual return | 10.09% | 39.99%-29.9pp | 62.79%-52.7pp | 41.64%-31.6pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,379 | $3,214+5.1% | $5,453-38.0% | $4,139-18.4% |
| Admin fee / account holder | $23,578 | $6,352+271.2% | $14,116+67.0% | $7,234+225.9% |