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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 | $108,081 | $91,760+17.8% | $156,181-30.8% | $67,986+59.0% |
| Participation rate | 99.1% | 65.0%+34.1pp | 78.8%+20.3pp | 57.2%+41.9pp |
| Annual return | 12.62% | 18.14%-5.5pp | 64.87%-52.3pp | 31.67%-19.0pp |
| Employer contribution / active EE | $0 | $2,419-100.0% | $4,294-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $9,110 | $3,960+130.0% | $6,132+48.6% | $3,358+171.3% |
| Admin fee / account holder | $1,959 | $3,949-50.4% | $14,586-86.6% | $3,203-38.8% |