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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 | $172,210 | $91,559+88.1% | $133,978+28.5% | $79,856+115.7% |
| Participation rate | 73.8% | 73.3%+0.5pp | 79.8%-6.0pp | 69.6%+4.2pp |
| Annual return | 4.90% | 61.85%-57.0pp | 45.10%-40.2pp | 31.71%-26.8pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,876 | $3,734+110.9% | $5,047+56.0% | $3,741+110.5% |
| Admin fee / account holder | $1,163 | $6,321-81.6% | $8,930-87.0% | $5,306-78.1% |