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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 | $127,391 | $106,749+19.3% | $145,433-12.4% | $82,448+54.5% |
| Participation rate | 79.6% | 75.6%+4.0pp | 82.1%-2.5pp | 68.1%+11.6pp |
| Annual return | 4.92% | 27.59%-22.7pp | 66.58%-61.7pp | 41.64%-36.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,010 | $6,519+22.9% | $7,897+1.4% | $4,139+93.5% |
| Admin fee / account holder | $4,297 | $8,390-48.8% | $13,129-67.3% | $7,234-40.6% |