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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 | $52,099 | $77,472-32.8% | $100,392-48.1% | $80,935-35.6% |
| Participation rate | 72.7% | 76.9%-4.2pp | 81.5%-8.8pp | 67.7%+5.1pp |
| Annual return | 9.24% | 37.26%-28.0pp | 49.45%-40.2pp | 35.66%-26.4pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,941-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,122 | $6,818-39.5% | $8,090-49.0% | $4,299-4.1% |
| Admin fee / account holder | $448 | $5,885-92.4% | $7,904-94.3% | $6,924-93.5% |