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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 | $60,926 | $49,255+23.7% | $70,494-13.6% | $79,856-23.7% |
| Participation rate | 72.3% | 69.2%+3.2pp | 75.1%-2.7pp | 69.6%+2.7pp |
| Annual return | 4.65% | 30.10%-25.5pp | 109.16%-104.5pp | 31.71%-27.1pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,302 | $2,768-16.8% | $3,711-38.0% | $3,741-38.5% |
| Admin fee / account holder | $1,043 | $2,879-63.8% | $3,848-72.9% | $5,306-80.4% |