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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 | $56,066 | $45,087+24.4% | $69,483-19.3% | $72,976-23.2% |
| Participation rate | 74.6% | 68.5%+6.2pp | 74.6%0pp | 69.5%+5.2pp |
| Annual return | 4.64% | 22.67%-18.0pp | 28.99%-24.3pp | 81.02%-76.4pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,573 | $2,603-1.1% | $3,537-27.2% | $3,608-28.7% |
| Admin fee / account holder | $1,290 | $3,057-57.8% | $3,841-66.4% | $5,124-74.8% |