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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 | $41,839 | $46,599-10.2% | $64,101-34.7% | $75,173-44.3% |
| Participation rate | 92.0% | 65.9%+26.1pp | 72.3%+19.7pp | 67.2%+24.8pp |
| Annual return | 10.47% | 26.06%-15.6pp | 33.72%-23.3pp | 160.72%-150.3pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,427 | $2,837+56.1% | $3,881+14.1% | $4,126+7.3% |
| Admin fee / account holder | $1,004 | $2,956-66.0% | $3,070-67.3% | $5,651-82.2% |