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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 | $220,600 | $67,602+226.3% | $82,312+168.0% | $70,126+214.6% |
| Participation rate | 78.1% | 72.8%+5.4pp | 76.9%+1.2pp | 69.5%+8.6pp |
| Annual return | 11.10% | 21.57%-10.5pp | 25.88%-14.8pp | 73.15%-62.0pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,067 | $2,987+36.2% | $3,706+9.7% | $3,332+22.1% |
| Admin fee / account holder | $45,062 | $4,512+898.8% | $5,608+703.6% | $4,645+870.0% |