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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 | $104,659 | $99,875+4.8% | $146,866-28.7% | $86,983+20.3% |
| Participation rate | 83.3% | 75.8%+7.5pp | 82.5%+0.8pp | 69.5%+13.8pp |
| Annual return | 12.16% | 28.10%-15.9pp | 102.85%-90.7pp | 25.83%-13.7pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $8,721 | $6,322+37.9% | $7,759+12.4% | $4,194+107.9% |
| Admin fee / account holder | $2,832 | $7,838-63.9% | $13,620-79.2% | $7,856-64.0% |