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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 | $224,138 | $106,524+110.4% | $152,301+47.2% | $87,485+156.2% |
| Participation rate | 83.3% | 75.8%+7.6pp | 82.4%+0.9pp | 68.9%+14.4pp |
| Annual return | 12.69% | 26.89%-14.2pp | 80.50%-67.8pp | 26.06%-13.4pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,251 | $6,525-34.9% | $8,004-46.9% | $4,274-0.5% |
| Admin fee / account holder | $24,819 | $8,287+199.5% | $14,398+72.4% | $7,775+219.2% |