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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 | $50,323 | $45,041+11.7% | $63,003-20.1% | $70,131-28.2% |
| Participation rate | 80.3% | 69.5%+10.8pp | 74.8%+5.5pp | 69.5%+10.8pp |
| Annual return | 9.16% | 18.76%-9.6pp | 87.59%-78.4pp | 73.14%-64.0pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,210 | $2,465-10.4% | $3,329-33.6% | $3,332-33.7% |
| Admin fee / account holder | $3,102 | $2,836+9.4% | $3,600-13.8% | $4,645-33.2% |