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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 | $43,722 | $101,795-57.0% | $165,100-73.5% | $80,959-46.0% |
| Participation rate | 88.0% | 71.8%+16.2pp | 78.6%+9.4pp | 67.7%+20.3pp |
| Annual return | 9.45% | 16.73%-7.3pp | 70.21%-60.8pp | 35.67%-26.2pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,053 | $4,476-9.5% | $6,035-32.9% | $4,300-5.8% |
| Admin fee / account holder | $22,285 | $8,221+171.1% | $12,696+75.5% | $6,925+221.8% |