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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 | $55,922 | $63,365-11.7% | $91,994-39.2% | $72,975-23.4% |
| Participation rate | 90.0% | 72.5%+17.5pp | 78.6%+11.4pp | 69.5%+20.5pp |
| Annual return | 5.19% | 35.35%-30.2pp | 69.04%-63.8pp | 81.01%-75.8pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,394 | $4,883-30.5% | $5,924-42.7% | $3,608-5.9% |
| Admin fee / account holder | $1,730 | $4,670-63.0% | $7,744-77.7% | $5,124-66.2% |