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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 | $43,223 | $49,249-12.2% | $70,476-38.7% | $79,852-45.9% |
| Participation rate | 92.3% | 69.2%+23.1pp | 75.1%+17.2pp | 69.6%+22.7pp |
| Annual return | 5.04% | 30.09%-25.1pp | 109.12%-104.1pp | 31.72%-26.7pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,684 | $2,769-3.1% | $3,710-27.7% | $3,740-28.2% |
| Admin fee / account holder | $9,396 | $2,878+226.5% | $3,847+144.3% | $5,306+77.1% |