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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 | $48,478 | $39,132+23.9% | $57,196-15.2% | $62,881-22.9% |
| Participation rate | 91.1% | 70.5%+20.6pp | 75.3%+15.7pp | 69.3%+21.8pp |
| Annual return | 1.04% | 9.24%-8.2pp | 14.59%-13.6pp | 20.14%-19.1pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,177 | $2,374+33.8% | $3,096+2.6% | $3,203-0.8% |
| Admin fee / account holder | $13,319 | $2,594+413.5% | $3,141+324.1% | $4,296+210.1% |