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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 | $60,097 | $48,078+25.0% | $78,676-23.6% | $62,881-4.4% |
| Participation rate | 75.8% | 65.2%+10.6pp | 73.6%+2.2pp | 69.3%+6.5pp |
| Annual return | 0.26% | 31.36%-31.1pp | 62.19%-61.9pp | 20.14%-19.9pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,771 | $2,587+84.4% | $3,517+35.7% | $3,203+48.9% |
| Admin fee / account holder | $13,829 | $3,206+331.3% | $4,510+206.6% | $4,296+221.9% |