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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 | $83,563 | $86,949-3.9% | $102,460-18.4% | $80,959+3.2% |
| Participation rate | 92.7% | 72.4%+20.3pp | 76.5%+16.2pp | 67.7%+25.0pp |
| Annual return | 9.73% | 18.89%-9.2pp | 29.47%-19.7pp | 35.67%-25.9pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,842 | $4,121-31.0% | $5,056-43.8% | $4,300-33.9% |
| Admin fee / account holder | $4,360 | $8,048-45.8% | $9,460-53.9% | $6,925-37.0% |