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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 | $193,126 | $93,345+106.9% | $119,126+62.1% | $87,485+120.8% |
| Participation rate | 85.7% | 68.7%+17.0pp | 75.8%+10.0pp | 68.9%+16.8pp |
| Annual return | 12.18% | 19.08%-6.9pp | 282.11%-269.9pp | 26.06%-13.9pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,737 | $4,099+64.4% | $5,318+26.7% | $4,274+57.6% |
| Admin fee / account holder | $54,183 | $8,039+574.0% | $10,693+406.7% | $7,775+596.9% |