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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 | $86,827 | $81,504+6.5% | $102,437-15.2% | $80,959+7.2% |
| Participation rate | 83.9% | 66.9%+17.0pp | 74.5%+9.4pp | 67.7%+16.2pp |
| Annual return | 10.00% | 25.60%-15.6pp | 24.95%-14.9pp | 35.67%-25.7pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $10,225 | $3,871+164.2% | $5,060+102.1% | $4,300+137.8% |
| Admin fee / account holder | $17,753 | $6,719+164.2% | $8,388+111.6% | $6,925+156.3% |