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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 | $47,495 | $87,834-45.9% | $133,975-64.5% | $62,881-24.5% |
| Participation rate | 90.7% | 83.4%+7.3pp | 87.1%+3.6pp | 69.3%+21.4pp |
| Annual return | 5.12% | 12.05%-6.9pp | 29.29%-24.2pp | 20.14%-15.0pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,237 | $4,812-32.7% | $6,282-48.5% | $3,203+1.1% |
| Admin fee / account holder | $620 | $5,372-88.5% | $9,324-93.4% | $4,296-85.6% |