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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 | $161,093 | $87,166+84.8% | $76,735+109.9% | $137,256+17.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 10.75% | 26.50%-15.8pp | 29.77%-19.0pp | 220.34%-209.6pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,136 | $4,726+8.7% | $4,088+25.6% | $6,407-19.8% |
| Admin fee / account holder | $23,218 | $8,403+176.3% | $7,189+223.0% | $12,270+89.2% |