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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 | $196,419 | $111,814+75.7% | $103,374+90.0% | $145,959+34.6% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 7.72% | 24.77%-17.0pp | 24.89%-17.2pp | 561.95%-554.2pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,869-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $5,227 | $5,618-7.0% | $5,058+3.3% | $6,689-21.9% |
| Admin fee / account holder | $43,733 | $9,754+348.3% | $8,394+421.0% | $13,398+226.4% |