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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 | $82,673 | $94,436-12.5% | $115,599-28.5% | $82,6370% |
| Participation rate | 77.8% | 70.4%+7.3pp | 74.3%+3.5pp | 68.1%+9.7pp |
| Annual return | 10.37% | 18.37%-8.0pp | 111.10%-100.7pp | 53.51%-43.1pp |
| Employer contribution / active EE | $0 | $2,324-100.0% | $2,955-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,116 | $3,955+4.1% | $4,889-15.8% | $4,126-0.3% |
| Admin fee / account holder | $9,578 | $10,328-7.3% | $12,841-25.4% | $7,339+30.5% |