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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 | $52,353 | $45,087+16.1% | $69,483-24.7% | $72,976-28.3% |
| Participation rate | 70.0% | 68.5%+1.5pp | 74.6%-4.6pp | 69.5%+0.5pp |
| Annual return | 5.06% | 22.67%-17.6pp | 28.99%-23.9pp | 81.02%-76.0pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,485 | $2,603-4.5% | $3,537-29.7% | $3,608-31.1% |
| Admin fee / account holder | $35,617 | $3,057+1065.1% | $3,841+827.3% | $5,124+595.1% |