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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 | $99,875+27.5% | $146,866-13.3% | $86,983+46.5% |
| Participation rate | 79.6% | 75.8%+3.8pp | 82.5%-2.9pp | 69.5%+10.1pp |
| Annual return | 4.92% | 28.10%-23.2pp | 102.85%-97.9pp | 25.83%-20.9pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $8,010 | $6,322+26.7% | $7,759+3.2% | $4,194+91.0% |
| Admin fee / account holder | $4,297 | $7,838-45.2% | $13,620-68.5% | $7,856-45.3% |