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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 | $182,845 | $118,467+54.3% | $98,450+85.7% | $139,456+31.1% |
| Participation rate | 76.9% | 77.5%-0.5pp | 75.2%+1.8pp | 80.3%-3.4pp |
| Annual return | 5.33% | 18.95%-13.6pp | 21.16%-15.8pp | 373.45%-368.1pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,262 | $5,393-39.5% | $4,739-31.2% | $6,711-51.4% |
| Admin fee / account holder | $28,092 | $14,057+99.8% | $8,961+213.5% | $11,407+146.3% |