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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 | $66,944 | $78,707-14.9% | $117,861-43.2% | $70,126-4.5% |
| Participation rate | 77.8% | 73.2%+4.6pp | 79.7%-1.9pp | 69.5%+8.2pp |
| Annual return | 10.25% | 23.30%-13.1pp | 335.11%-324.9pp | 73.15%-62.9pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,998 | $3,297+51.6% | $4,482+11.5% | $3,332+50.0% |
| Admin fee / account holder | $472 | $5,066-90.7% | $8,021-94.1% | $4,645-89.8% |