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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 | $138,393-27.8% | $184,256-45.8% | $80,959+23.4% |
| Participation rate | 84.6% | 83.9%+0.7pp | 86.8%-2.2pp | 67.7%+16.9pp |
| Annual return | 8.01% | 20.01%-12.0pp | 28.85%-20.8pp | 35.67%-27.7pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,919 | $7,076-16.3% | $9,133-35.2% | $4,300+37.6% |
| Admin fee / account holder | $20,513 | $10,489+95.6% | $13,899+47.6% | $6,925+196.2% |