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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 | $48,374 | $56,287-14.1% | $80,977-40.3% | $62,881-23.1% |
| Participation rate | 95.5% | 68.9%+26.5pp | 75.8%+19.6pp | 69.3%+26.1pp |
| Annual return | 1.81% | 22.13%-20.3pp | 17.11%-15.3pp | 20.14%-18.3pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,587 | $4,196-38.3% | $5,696-54.6% | $3,203-19.2% |
| Admin fee / account holder | $1,938 | $3,742-48.2% | $5,517-64.9% | $4,296-54.9% |