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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 | $82,955 | $95,453-13.1% | $112,040-26.0% | $82,448+0.6% |
| Participation rate | 70.9% | 72.8%-1.8pp | 76.5%-5.6pp | 68.1%+2.8pp |
| Annual return | 10.36% | 23.92%-13.6pp | 24.52%-14.2pp | 41.64%-31.3pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,103 | $4,224-26.5% | $5,098-39.1% | $4,139-25.0% |
| Admin fee / account holder | $15,813 | $9,013+75.4% | $12,098+30.7% | $7,234+118.6% |