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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 | $73,815 | $106,749-30.9% | $145,433-49.2% | $82,448-10.5% |
| Participation rate | 70.4% | 75.6%-5.2pp | 82.1%-11.7pp | 68.1%+2.4pp |
| Annual return | 13.54% | 27.59%-14.1pp | 66.58%-53.0pp | 41.64%-28.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,213 | $6,519-4.7% | $7,897-21.3% | $4,139+50.1% |
| Admin fee / account holder | $15,967 | $8,390+90.3% | $13,129+21.6% | $7,234+120.7% |