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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 | $45,890 | $45,041+1.9% | $63,003-27.2% | $70,131-34.6% |
| Participation rate | 84.1% | 69.5%+14.6pp | 74.8%+9.3pp | 69.5%+14.5pp |
| Annual return | 8.97% | 18.76%-9.8pp | 87.59%-78.6pp | 73.14%-64.2pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,737 | $2,465-29.6% | $3,329-47.8% | $3,332-47.9% |
| Admin fee / account holder | $8,788 | $2,836+209.9% | $3,600+144.1% | $4,645+89.2% |