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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 | $71,255 | $89,367-20.3% | $141,191-49.5% | $72,975-2.4% |
| Participation rate | 78.1% | 75.1%+3.0pp | 82.5%-4.4pp | 69.5%+8.6pp |
| Annual return | 13.64% | 111.87%-98.2pp | 71.41%-57.8pp | 81.01%-67.4pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $13,745 | $5,419+153.7% | $6,710+104.8% | $3,608+281.0% |
| Admin fee / account holder | $5,171 | $5,957-13.2% | $10,264-49.6% | $5,124+0.9% |