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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 | $88,524 | $81,233+9.0% | $155,567-43.1% | $80,874+9.5% |
| Participation rate | 84.0% | 66.2%+17.8pp | 78.2%+5.8pp | 67.6%+16.4pp |
| Annual return | 1.27% | 33.33%-32.1pp | 64.74%-63.5pp | 35.62%-34.4pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,348 | $3,452+112.9% | $5,628+30.6% | $4,297+71.0% |
| Admin fee / account holder | $455 | $7,998-94.3% | $15,916-97.1% | $6,935-93.4% |