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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 | $238,956 | $76,407+212.7% | $150,298+59.0% | $82,448+189.8% |
| Participation rate | 90.9% | 66.4%+24.5pp | 77.8%+13.1pp | 68.1%+22.8pp |
| Annual return | 9.89% | 39.99%-30.1pp | 62.79%-52.9pp | 41.64%-31.8pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,121 | $3,214+183.8% | $5,453+67.3% | $4,139+120.4% |
| Admin fee / account holder | $38,083 | $6,352+499.5% | $14,116+169.8% | $7,234+426.4% |