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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 | $84,610 | $50,554+67.4% | $67,681+25.0% | $87,485-3.3% |
| Participation rate | 83.7% | 67.7%+16.0pp | 73.7%+9.9pp | 68.9%+14.7pp |
| Annual return | 10.77% | 17.81%-7.0pp | 590.58%-579.8pp | 26.06%-15.3pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,601 | $2,961+89.1% | $3,976+40.9% | $4,274+31.1% |
| Admin fee / account holder | $1,683 | $4,132-59.3% | $6,100-72.4% | $7,775-78.4% |