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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 | $51,407 | $81,276-36.8% | $155,574-67.0% | $80,925-36.5% |
| Participation rate | 90.2% | 66.2%+24.0pp | 78.2%+12.0pp | 67.7%+22.6pp |
| Annual return | 8.48% | 33.36%-24.9pp | 64.87%-56.4pp | 35.65%-27.2pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,980 | $3,453+73.2% | $5,629+6.2% | $4,299+39.1% |
| Admin fee / account holder | $2,261 | $7,993-71.7% | $15,914-85.8% | $6,940-67.4% |