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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 | $45,149 | $63,845-29.3% | $81,370-44.5% | $80,959-44.2% |
| Participation rate | 70.7% | 63.9%+6.9pp | 69.5%+1.2pp | 67.7%+3.1pp |
| Annual return | 9.53% | 16.37%-6.8pp | 24.85%-15.3pp | 35.67%-26.1pp |
| Employer contribution / active EE | $0 | $1,980-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,668 | $3,093+18.6% | $3,885-5.6% | $4,300-14.7% |
| Admin fee / account holder | $1,518 | $5,688-73.3% | $5,749-73.6% | $6,925-78.1% |