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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 | $182,521 | $108,825+67.7% | $156,181+16.9% | $82,448+121.4% |
| Participation rate | 91.8% | 72.4%+19.5pp | 78.8%+13.0pp | 68.1%+23.8pp |
| Annual return | 4.02% | 20.59%-16.6pp | 64.87%-60.9pp | 41.64%-37.6pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,245 | $4,577+36.4% | $6,132+1.8% | $4,139+50.9% |
| Admin fee / account holder | $11,865 | $9,341+27.0% | $14,586-18.7% | $7,234+64.0% |