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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 | $30,900 | $100,970-69.4% | $96,576-68.0% | $137,256-77.5% |
| Participation rate | 75.0% | 82.6%-7.6pp | 81.4%-6.4pp | 80.0%-5.0pp |
| Annual return | 11.61% | 38.16%-26.5pp | 38.47%-26.9pp | 220.34%-208.7pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,660 | $8,286+4.5% | $7,956+8.8% | $6,407+35.2% |
| Admin fee / account holder | $16,983 | $11,312+50.1% | $11,381+49.2% | $12,270+38.4% |