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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 | $132,893 | $88,996+49.3% | $78,004+70.4% | $138,895-4.3% |
| Participation rate | 81.3% | 74.4%+6.9pp | 69.4%+11.8pp | 79.9%+1.3pp |
| Annual return | 6.29% | 28.03%-21.7pp | 31.07%-24.8pp | 145.39%-139.1pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,214 | $4,724-32.0% | $4,092-21.5% | $6,396-49.8% |
| Admin fee / account holder | $75,083 | $8,807+752.5% | $7,578+890.8% | $12,562+497.7% |