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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 | $73,626 | $93,617-21.4% | $135,982-45.9% | $75,177-2.1% |
| Participation rate | 86.1% | 75.2%+10.9pp | 81.9%+4.2pp | 67.2%+18.9pp |
| Annual return | 10.58% | 30.89%-20.3pp | 68.32%-57.7pp | 160.75%-150.2pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $18,222 | $6,406+184.5% | $7,760+134.8% | $4,126+341.6% |
| Admin fee / account holder | $12,952 | $6,980+85.6% | $10,767+20.3% | $5,651+129.2% |