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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 | $199,109+18.5% | $173,730+35.9% | $154,746+52.5% |
| Participation rate | 71.4% | 82.8%-11.4pp | 79.6%-8.1pp | 80.7%-9.3pp |
| Annual return | 7.48% | 20.02%-12.5pp | 19.96%-12.5pp | 172.34%-164.9pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,372 | $7,113-66.6% | $6,326-62.5% | $6,730-64.8% |
| Admin fee / account holder | $70,066 | $20,916+235.0% | $17,523+299.8% | $14,365+387.7% |