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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 | $61,514 | $106,749-42.4% | $145,433-57.7% | $82,448-25.4% |
| Participation rate | 82.8% | 75.6%+7.1pp | 82.1%+0.6pp | 68.1%+14.7pp |
| Annual return | 13.66% | 27.59%-13.9pp | 66.58%-52.9pp | 41.64%-28.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $12,774 | $6,519+96.0% | $7,897+61.7% | $4,139+208.6% |
| Admin fee / account holder | $1,626 | $8,390-80.6% | $13,129-87.6% | $7,234-77.5% |