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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 | $51,032 | $45,079+13.2% | $69,461-26.5% | $72,983-30.1% |
| Participation rate | 92.6% | 68.5%+24.1pp | 74.6%+18.0pp | 69.5%+23.1pp |
| Annual return | 1.26% | 22.65%-21.4pp | 28.97%-27.7pp | 81.01%-79.7pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,095 | $2,603+95.8% | $3,536+44.1% | $3,608+41.2% |
| Admin fee / account holder | $7,325 | $3,056+139.7% | $3,840+90.8% | $5,124+43.0% |