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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 | $99,875+124.4% | $146,866+52.6% | $86,983+157.7% |
| Participation rate | 83.3% | 75.8%+7.5pp | 82.5%+0.8pp | 69.5%+13.8pp |
| Annual return | 12.69% | 28.10%-15.4pp | 102.85%-90.2pp | 25.83%-13.1pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,251 | $6,322-32.8% | $7,759-45.2% | $4,194+1.4% |
| Admin fee / account holder | $24,819 | $7,838+216.7% | $13,620+82.2% | $7,856+215.9% |