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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 | $100,194-17.2% | $122,979-32.5% | $86,983-4.6% |
| Participation rate | 70.9% | 73.0%-2.1pp | 77.2%-6.3pp | 69.5%+1.4pp |
| Annual return | 10.36% | 16.47%-6.1pp | 20.12%-9.8pp | 25.83%-15.5pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,103 | $4,133-24.9% | $5,003-38.0% | $4,194-26.0% |
| Admin fee / account holder | $15,813 | $10,148+55.8% | $12,864+22.9% | $7,856+101.3% |