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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 | $182,521 | $123,478+47.8% | $216,567-15.7% | $94,015+94.1% |
| Participation rate | 91.8% | 75.1%+16.7pp | 81.6%+10.2pp | 70.8%+21.0pp |
| Annual return | 4.02% | 23.61%-19.6pp | 12.94%-8.9pp | 17.84%-13.8pp |
| Employer contribution / active EE | $0 | $3,136-100.0% | $5,216-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $6,245 | $4,556+37.1% | $6,191+0.9% | $4,249+47.0% |
| Admin fee / account holder | $11,865 | $12,753-7.0% | $21,981-46.0% | $8,951+32.6% |