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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 | $124,628 | $116,190+7.3% | $93,614+33.1% | $152,885-18.5% |
| Participation rate | 73.9% | 78.0%-4.1pp | 75.8%-1.9pp | 82.5%-8.5pp |
| Annual return | 5.21% | 35.96%-30.8pp | 32.76%-27.6pp | 345.39%-340.2pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,718-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,643 | $4,604-64.3% | $4,069-59.6% | $5,851-71.9% |
| Admin fee / account holder | $4,810 | $10,749-55.3% | $7,889-39.0% | $11,598-58.5% |