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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 | $75,777 | $55,457+36.6% | $77,361-2.0% | $94,015-19.4% |
| Participation rate | 80.4% | 69.8%+10.5pp | 75.0%+5.4pp | 70.8%+9.5pp |
| Annual return | 9.03% | 15.57%-6.5pp | 1011.54%-1002.5pp | 17.84%-8.8pp |
| Employer contribution / active EE | $0 | $2,255-100.0% | $2,990-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $5,405 | $3,069+76.1% | $3,911+38.2% | $4,249+27.2% |
| Admin fee / account holder | $9,265 | $4,334+113.8% | $5,894+57.2% | $8,951+3.5% |