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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 | $106,864-30.9% | $147,318-49.9% | $82,637-10.7% |
| Participation rate | 70.4% | 75.5%-5.1pp | 82.1%-11.6pp | 68.1%+2.4pp |
| Annual return | 13.54% | 27.49%-14.0pp | 70.43%-56.9pp | 53.51%-40.0pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $6,213 | $6,496-4.4% | $7,906-21.4% | $4,126+50.6% |
| Admin fee / account holder | $15,967 | $8,415+89.7% | $13,708+16.5% | $7,339+117.6% |