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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 | $66,156 | $77,492-14.6% | $100,398-34.1% | $80,911-18.2% |
| Participation rate | 93.3% | 76.9%+16.4pp | 81.5%+11.8pp | 67.6%+25.7pp |
| Annual return | 12.18% | 37.23%-25.1pp | 49.32%-37.1pp | 35.63%-23.4pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,946-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,159 | $6,817-53.7% | $8,084-60.9% | $4,297-26.5% |
| Admin fee / account holder | $1,894 | $5,892-67.9% | $7,893-76.0% | $6,935-72.7% |