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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 | $53,936 | $114,013-52.7% | $103,693-48.0% | $155,188-65.2% |
| Participation rate | 84.6% | 75.2%+9.4pp | 72.6%+12.0pp | 80.8%+3.8pp |
| Annual return | 6.83% | 49.31%-42.5pp | 47.61%-40.8pp | 148.84%-142.0pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,346 | $4,970-52.8% | $4,579-48.8% | $6,531-64.1% |
| Admin fee / account holder | $4,475 | $8,407-46.8% | $7,858-43.1% | $14,480-69.1% |