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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 | $76,407+39.6% | $150,298-29.0% | $82,448+29.4% |
| Participation rate | 92.9% | 66.4%+26.5pp | 77.8%+15.1pp | 68.1%+24.8pp |
| Annual return | 12.37% | 39.99%-27.6pp | 62.79%-50.4pp | 41.64%-29.3pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $12,844 | $3,214+299.6% | $5,453+135.6% | $4,139+210.3% |
| Admin fee / account holder | $5,629 | $6,352-11.4% | $14,116-60.1% | $7,234-22.2% |