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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 | $43,789 | $48,011-8.8% | $63,803-31.4% | $82,637-47.0% |
| Participation rate | 84.0% | 66.6%+17.4pp | 72.7%+11.3pp | 68.1%+15.9pp |
| Annual return | 11.11% | 19.84%-8.7pp | 543.72%-532.6pp | 53.51%-42.4pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,924 | $2,846-32.4% | $3,843-49.9% | $4,126-53.4% |
| Admin fee / account holder | $16,635 | $3,873+329.5% | $5,196+220.1% | $7,339+126.7% |