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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 | $174,489 | $88,360+97.5% | $145,433+20.0% | $67,986+156.7% |
| Participation rate | 89.7% | 65.5%+24.2pp | 82.1%+7.5pp | 57.2%+32.4pp |
| Annual return | 12.92% | 63.15%-50.2pp | 66.58%-53.7pp | 31.67%-18.7pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $9,619 | $5,932+62.2% | $7,897+21.8% | $3,358+186.5% |
| Admin fee / account holder | $5,122 | $3,313+54.6% | $13,129-61.0% | $3,203+59.9% |