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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 | $116,617 | $45,041+158.9% | $63,003+85.1% | $70,131+66.3% |
| Participation rate | 85.7% | 69.5%+16.2pp | 74.8%+10.9pp | 69.5%+16.2pp |
| Annual return | 11.16% | 18.76%-7.6pp | 87.59%-76.4pp | 73.14%-62.0pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $7,559 | $2,465+206.6% | $3,329+127.1% | $3,332+126.9% |
| Admin fee / account holder | $3,452 | $2,836+21.7% | $3,600-4.1% | $4,645-25.7% |