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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 | $130,513 | $87,834+48.6% | $133,975-2.6% | $62,881+107.6% |
| Participation rate | 83.3% | 83.4%0pp | 87.1%-3.7pp | 69.3%+14.0pp |
| Annual return | 5.38% | 12.05%-6.7pp | 29.29%-23.9pp | 20.14%-14.8pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $8,232 | $4,812+71.1% | $6,282+31.0% | $3,203+157.0% |
| Admin fee / account holder | $12,694 | $5,372+136.3% | $9,324+36.1% | $4,296+195.5% |