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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 | $75,061 | $72,269+3.9% | $101,271-25.9% | $79,852-6.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 9.78% | 22.29%-12.5pp | 46.48%-36.7pp | 31.72%-21.9pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,150 | $3,282+26.5% | $4,371-5.0% | $3,740+11.0% |
| Admin fee / account holder | $4,401 | $4,4010% | $5,948-26.0% | $5,306-17.1% |