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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 | $62,201 | $100,970-38.4% | $96,576-35.6% | $137,256-54.7% |
| Participation rate | 87.0% | 82.6%+4.3pp | 81.4%+5.5pp | 80.0%+7.0pp |
| Annual return | 8.70% | 38.16%-29.5pp | 38.47%-29.8pp | 220.34%-211.6pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,335 | $8,286-59.7% | $7,956-58.1% | $6,407-47.9% |
| Admin fee / account holder | $18,437 | $11,312+63.0% | $11,381+62.0% | $12,270+50.3% |