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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 | $202,485 | $93,598+116.3% | $135,974+48.9% | $75,173+169.4% |
| Participation rate | 90.5% | 75.2%+15.3pp | 81.9%+8.6pp | 67.2%+23.3pp |
| Annual return | 13.47% | 30.89%-17.4pp | 68.30%-54.8pp | 160.72%-147.2pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $14,140 | $6,405+120.7% | $7,760+82.2% | $4,126+242.7% |
| Admin fee / account holder | $18,623 | $6,978+166.9% | $10,767+73.0% | $5,651+229.6% |