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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 | $107,907 | $126,661-14.8% | $113,397-4.8% | $138,895-22.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 9.58% | 25.05%-15.5pp | 23.20%-13.6pp | 145.39%-135.8pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,540 | $5,693-55.4% | $5,076-50.0% | $6,396-60.3% |
| Admin fee / account holder | $6,582 | $14,549-54.8% | $11,957-45.0% | $12,562-47.6% |