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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 | $43,214 | $77,814-44.5% | $158,223-72.7% | $86,983-50.3% |
| Participation rate | 93.9% | 68.4%+25.5pp | 79.2%+14.7pp | 69.5%+24.4pp |
| Annual return | 10.17% | 30.54%-20.4pp | 52.09%-41.9pp | 25.83%-15.7pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,490 | $3,270+6.8% | $5,467-36.2% | $4,194-16.8% |
| Admin fee / account holder | $16,223 | $5,879+175.9% | $16,047+1.1% | $7,856+106.5% |