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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 | $99,940 | $138,385-27.8% | $184,200-45.7% | $80,874+23.6% |
| Participation rate | 84.6% | 83.9%+0.7pp | 86.8%-2.2pp | 67.6%+17.0pp |
| Annual return | 8.01% | 20.02%-12.0pp | 28.80%-20.8pp | 35.62%-27.6pp |
| Employer contribution / active EE | $0 | $4,849-100.0% | $6,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,919 | $7,073-16.3% | $9,132-35.2% | $4,297+37.8% |
| Admin fee / account holder | $20,513 | $10,483+95.7% | $13,907+47.5% | $6,935+195.8% |