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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 | $116,906 | $104,251+12.1% | $91,004+28.5% | $147,586-20.8% |
| Participation rate | 93.3% | 78.2%+15.1pp | 75.6%+17.7pp | 82.8%+10.5pp |
| Annual return | 6.41% | 27.06%-20.6pp | 4.60%+1.8pp | 578.59%-572.2pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,149 | $4,195-48.8% | $3,548-39.4% | $5,439-60.5% |
| Admin fee / account holder | $2,983 | $8,948-66.7% | $5,417-44.9% | $10,886-72.6% |