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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 | $82,053 | $91,559-10.4% | $133,978-38.8% | $79,856+2.8% |
| Participation rate | 98.6% | 73.3%+25.3pp | 79.8%+18.8pp | 69.6%+29.0pp |
| Annual return | 8.30% | 61.85%-53.6pp | 45.10%-36.8pp | 31.71%-23.4pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,506 | $3,734+47.5% | $5,047+9.1% | $3,741+47.2% |
| Admin fee / account holder | $2,032 | $6,321-67.9% | $8,930-77.2% | $5,306-61.7% |