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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 | $59,390 | $53,841+10.3% | $75,731-21.6% | $85,851-30.8% |
| Participation rate | 75.9% | 69.0%+6.8pp | 74.8%+1.0pp | 69.3%+6.5pp |
| Annual return | 10.69% | 24.54%-13.9pp | 104.65%-94.0pp | 318.63%-307.9pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,310 | $2,895+152.5% | $3,820+91.4% | $3,952+84.9% |
| Admin fee / account holder | $2,308 | $3,340-30.9% | $3,620-36.2% | $6,261-63.1% |