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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 | $102,609-39.4% | $98,090-36.6% | $138,895-55.2% |
| Participation rate | 87.0% | 82.8%+4.2pp | 81.5%+5.4pp | 79.9%+7.0pp |
| Annual return | 8.70% | 36.44%-27.7pp | 37.05%-28.3pp | 145.39%-136.7pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,335 | $8,167-59.2% | $7,845-57.5% | $6,396-47.9% |
| Admin fee / account holder | $18,437 | $11,434+61.2% | $11,815+56.0% | $12,562+46.8% |