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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 | $132,499 | $76,564+73.1% | $105,582+25.5% | $94,015+40.9% |
| Participation rate | 93.2% | 65.2%+28.0pp | 71.8%+21.4pp | 70.8%+22.4pp |
| Annual return | 5.17% | 20.69%-15.5pp | 18.61%-13.4pp | 17.84%-12.7pp |
| Employer contribution / active EE | $0 | $1,995-100.0% | $2,984-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $5,660 | $3,320+70.5% | $4,353+30.0% | $4,249+33.2% |
| Admin fee / account holder | $5,313 | $7,129-25.5% | $12,856-58.7% | $8,951-40.6% |