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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 | $166,503 | $80,983+105.6% | $96,544+72.5% | $75,177+121.5% |
| Participation rate | 74.1% | 71.8%+2.3pp | 76.0%-1.9pp | 67.2%+6.9pp |
| Annual return | 11.47% | 27.05%-15.6pp | 25.88%-14.4pp | 160.75%-149.3pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,555 | $3,929+66.9% | $4,851+35.1% | $4,126+58.9% |
| Admin fee / account holder | $35,060 | $6,717+422.0% | $8,254+324.7% | $5,651+520.4% |