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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 | $236,031 | $178,174+32.5% | $156,181+51.1% | $137,256+72.0% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.8%-7.4pp | 80.0%-8.5pp |
| Annual return | 7.48% | 84.19%-76.7pp | 64.87%-57.4pp | 220.34%-212.9pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,372 | $6,888-65.6% | $6,132-61.3% | $6,407-63.0% |
| Admin fee / account holder | $70,066 | $17,404+302.6% | $14,586+380.4% | $12,270+471.0% |