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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 | $214,793 | $102,382+109.8% | $147,005+46.1% | $80,874+165.6% |
| Participation rate | 87.8% | 75.8%+11.9pp | 82.2%+5.6pp | 67.6%+20.1pp |
| Annual return | 10.75% | 134.89%-124.1pp | 418.76%-408.0pp | 35.62%-24.9pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,730 | $6,646+1.3% | $8,070-16.6% | $4,297+56.6% |
| Admin fee / account holder | $7,287 | $7,942-8.3% | $13,006-44.0% | $6,935+5.1% |