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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 | $52,818 | $53,837-1.9% | $75,717-30.2% | $85,856-38.5% |
| Participation rate | 90.7% | 69.1%+21.6pp | 74.8%+15.9pp | 69.3%+21.4pp |
| Annual return | 10.98% | 24.54%-13.6pp | 104.58%-93.6pp | 318.58%-307.6pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,318 | $2,895-54.5% | $3,821-65.5% | $3,952-66.7% |
| Admin fee / account holder | $1,587 | $3,341-52.5% | $3,619-56.2% | $6,261-74.7% |