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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 | $39,378 | $49,025-19.7% | $87,502-55.0% | $62,881-37.4% |
| Participation rate | 97.0% | 64.9%+32.1pp | 73.8%+23.1pp | 69.3%+27.7pp |
| Annual return | 1.77% | 10.02%-8.2pp | 12.21%-10.4pp | 20.14%-18.4pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,550-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,030 | $2,289+32.4% | $3,149-3.8% | $3,203-5.4% |
| Admin fee / account holder | $4,831 | $4,065+18.8% | $4,221+14.5% | $4,296+12.5% |