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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 | $108,897 | $106,864+1.9% | $147,318-26.1% | $82,637+31.8% |
| Participation rate | 92.7% | 75.5%+17.2pp | 82.1%+10.6pp | 68.1%+24.6pp |
| Annual return | 13.01% | 27.49%-14.5pp | 70.43%-57.4pp | 53.51%-40.5pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $10,063 | $6,496+54.9% | $7,906+27.3% | $4,126+143.9% |
| Admin fee / account holder | $12,367 | $8,415+47.0% | $13,708-9.8% | $7,339+68.5% |