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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 | $47,270 | $45,050+4.9% | $63,018-25.0% | $70,126-32.6% |
| Participation rate | 90.0% | 69.5%+20.5pp | 74.8%+15.2pp | 69.5%+20.5pp |
| Annual return | 9.03% | 18.76%-9.7pp | 87.62%-78.6pp | 73.15%-64.1pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,793 | $2,466+13.3% | $3,330-16.1% | $3,332-16.2% |
| Admin fee / account holder | $2,803 | $2,834-1.1% | $3,601-22.2% | $4,645-39.7% |