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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 | $161,468 | $117,846+37.0% | $102,434+57.6% | $145,884+10.7% |
| Participation rate | 77.3% | 78.6%-1.4pp | 76.5%+0.8pp | 80.3%-3.0pp |
| Annual return | 7.36% | 31.90%-24.5pp | 29.46%-22.1pp | 551.85%-544.5pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,999 | $5,733+4.6% | $5,055+18.7% | $6,690-10.3% |
| Admin fee / account holder | $56,719 | $13,356+324.7% | $9,462+499.4% | $13,392+323.5% |