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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 | $46,861 | $56,287-16.7% | $80,977-42.1% | $62,881-25.5% |
| Participation rate | 96.9% | 68.9%+27.9pp | 75.8%+21.1pp | 69.3%+27.6pp |
| Annual return | 5.55% | 22.13%-16.6pp | 17.11%-11.6pp | 20.14%-14.6pp |
| Employer contribution / active EE | $552 | $1,943-71.6% | $3,715-85.1% | $2,281-75.8% |
| Participant deferral / active EE | $1,980 | $4,196-52.8% | $5,696-65.2% | $3,203-38.2% |
| Admin fee / account holder | $15,074 | $3,742+302.9% | $5,517+173.3% | $4,296+250.9% |