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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 | $89,436 | $72,486+23.4% | $87,103+2.7% | $72,976+22.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 12.00% | 24.46%-12.5pp | 28.19%-16.2pp | 81.02%-69.0pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,505 | $3,270-54.0% | $4,049-62.8% | $3,608-58.3% |
| Admin fee / account holder | $7,213 | $5,055+42.7% | $7,491-3.7% | $5,124+40.8% |