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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 | $85,593 | $81,331+5.2% | $155,534-45.0% | $80,935+5.8% |
| Participation rate | 96.4% | 66.3%+30.2pp | 78.2%+18.2pp | 67.7%+28.8pp |
| Annual return | 8.99% | 33.37%-24.4pp | 64.92%-55.9pp | 35.66%-26.7pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $12,669 | $3,454+266.8% | $5,630+125.0% | $4,299+194.7% |
| Admin fee / account holder | $15,812 | $7,999+97.7% | $15,900-0.6% | $6,924+128.3% |