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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 | $120,281 | $162,785-26.1% | $133,959-10.2% | $158,950-24.3% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 4.79% | 41.94%-37.2pp | 45.09%-40.3pp | 302.91%-298.1pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,880 | $5,910+50.2% | $5,047+75.9% | $5,983+48.4% |
| Admin fee / account holder | $133,054 | $11,738+1033.5% | $8,928+1390.3% | $11,248+1082.9% |