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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 | $183,478 | $70,684+159.6% | $169,397+8.3% | $75,177+144.1% |
| Participation rate | 96.0% | 64.8%+31.2pp | 77.2%+18.8pp | 67.2%+28.8pp |
| Annual return | 11.65% | 36.38%-24.7pp | 406.23%-394.6pp | 160.75%-149.1pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $9,483 | $4,310+120.0% | $6,223+52.4% | $4,126+129.8% |
| Admin fee / account holder | $5,971 | $5,404+10.5% | $9,017-33.8% | $5,651+5.7% |