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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 | $76,194 | $76,834-0.8% | $108,359-29.7% | $87,485-12.9% |
| Participation rate | 71.7% | 61.7%+10.0pp | 70.1%+1.6pp | 68.9%+2.8pp |
| Annual return | 11.72% | 19.09%-7.4pp | 36.89%-25.2pp | 26.06%-14.3pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,036 | $3,100-34.3% | $4,137-50.8% | $4,274-52.3% |
| Admin fee / account holder | $2,935 | $6,537-55.1% | $9,741-69.9% | $7,775-62.2% |