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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 | $106,694 | $78,690+35.6% | $161,489-33.9% | $87,485+22.0% |
| Participation rate | 92.9% | 67.5%+25.4pp | 78.7%+14.2pp | 68.9%+23.9pp |
| Annual return | 12.37% | 32.74%-20.4pp | 89.72%-77.3pp | 26.06%-13.7pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $12,844 | $3,311+287.9% | $5,630+128.1% | $4,274+200.5% |
| Admin fee / account holder | $5,629 | $6,724-16.3% | $16,006-64.8% | $7,775-27.6% |