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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 | $215,564 | $124,425+73.2% | $112,040+92.4% | $137,256+57.1% |
| Participation rate | 84.6% | 79.3%+5.3pp | 76.5%+8.1pp | 80.0%+4.7pp |
| Annual return | 8.08% | 24.72%-16.6pp | 24.52%-16.4pp | 220.34%-212.3pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,732 | $5,718-52.2% | $5,098-46.4% | $6,407-57.4% |
| Admin fee / account holder | $6,382 | $15,207-58.0% | $12,098-47.2% | $12,270-48.0% |