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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 | $78,875 | $77,908+1.2% | $149,696-47.3% | $75,173+4.9% |
| Participation rate | 84.6% | 65.6%+19.0pp | 78.8%+5.8pp | 67.2%+17.4pp |
| Annual return | 9.09% | 31.73%-22.6pp | 134.46%-125.4pp | 160.72%-151.6pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,799 | $3,411+99.3% | $5,682+19.7% | $4,126+64.8% |
| Admin fee / account holder | $506 | $5,950-91.5% | $13,212-96.2% | $5,651-91.0% |