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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 | $86,031 | $93,598-8.1% | $135,974-36.7% | $75,173+14.4% |
| Participation rate | 97.4% | 75.2%+22.2pp | 81.9%+15.5pp | 67.2%+30.2pp |
| Annual return | 12.09% | 30.89%-18.8pp | 68.30%-56.2pp | 160.72%-148.6pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $22,142 | $6,405+245.7% | $7,760+185.3% | $4,126+436.6% |
| Admin fee / account holder | $1,956 | $6,978-72.0% | $10,767-81.8% | $5,651-65.4% |