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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 | $193,622 | $95,453+102.8% | $112,040+72.8% | $82,448+134.8% |
| Participation rate | 90.3% | 72.8%+17.6pp | 76.5%+13.8pp | 68.1%+22.3pp |
| Annual return | 9.85% | 23.92%-14.1pp | 24.52%-14.7pp | 41.64%-31.8pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $10,723 | $4,224+153.9% | $5,098+110.4% | $4,139+159.1% |
| Admin fee / account holder | $35,966 | $9,013+299.0% | $12,098+197.3% | $7,234+397.2% |