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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 | $48,313 | $143,969-66.4% | $199,883-75.8% | $82,637-41.5% |
| Participation rate | 77.1% | 84.1%-7.0pp | 86.8%-9.6pp | 68.1%+9.1pp |
| Annual return | 11.67% | 25.67%-14.0pp | 43.81%-32.1pp | 53.51%-41.8pp |
| Employer contribution / active EE | $0 | $4,632-100.0% | $6,261-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,503 | $6,937-35.1% | $9,138-50.7% | $4,126+9.1% |
| Admin fee / account holder | $2,156 | $14,597-85.2% | $17,268-87.5% | $7,339-70.6% |