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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 | $120,873 | $58,493+106.6% | $84,021+43.9% | $72,975+65.6% |
| Participation rate | 93.3% | 61.2%+32.1pp | 69.0%+24.3pp | 69.5%+23.8pp |
| Annual return | 10.57% | 28.93%-18.4pp | 71.32%-60.7pp | 81.01%-70.4pp |
| Employer contribution / active EE | $900 | $1,163-22.6% | $1,984-54.6% | $2,440-63.1% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,621 | $4,569-64.5% | $6,102-73.4% | $5,124-68.4% |