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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 | $88,102 | $84,236+4.6% | $170,435-48.3% | $70,126+25.6% |
| Participation rate | 90.7% | 70.8%+19.8pp | 83.6%+7.1pp | 69.5%+21.1pp |
| Annual return | 11.84% | 23.06%-11.2pp | 205.94%-194.1pp | 73.15%-61.3pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,954 | $3,086+28.1% | $4,939-20.0% | $3,332+18.7% |
| Admin fee / account holder | $15,442 | $5,698+171.0% | $13,881+11.2% | $4,645+232.4% |