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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 | $59,324 | $80,985-26.7% | $96,576-38.6% | $75,181-21.1% |
| Participation rate | 76.7% | 71.8%+4.9pp | 76.0%+0.7pp | 67.2%+9.5pp |
| Annual return | 11.86% | 27.05%-15.2pp | 25.87%-14.0pp | 160.69%-148.8pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,664 | $3,929-6.7% | $4,851-24.5% | $4,126-11.2% |
| Admin fee / account holder | $6,695 | $6,719-0.3% | $8,253-18.9% | $5,650+18.5% |