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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 | $106,593 | $83,485+27.7% | $125,192-14.9% | $72,975+46.1% |
| Participation rate | 91.3% | 73.3%+18.0pp | 79.8%+11.5pp | 69.5%+21.8pp |
| Annual return | 3.74% | 25.77%-22.0pp | 43.79%-40.0pp | 81.01%-77.3pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,886 | $3,586+36.2% | $4,937-1.0% | $3,608+35.4% |
| Admin fee / account holder | $13,213 | $5,518+139.5% | $9,704+36.2% | $5,124+157.9% |