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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 | $93,589+116.4% | $135,942+48.9% | $75,181+169.3% |
| Participation rate | 90.5% | 75.2%+15.3pp | 81.9%+8.6pp | 67.2%+23.3pp |
| Annual return | 13.47% | 30.90%-17.4pp | 68.28%-54.8pp | 160.69%-147.2pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $14,140 | $6,405+120.8% | $7,759+82.2% | $4,126+242.7% |
| Admin fee / account holder | $18,623 | $6,977+166.9% | $10,764+73.0% | $5,650+229.6% |