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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 | $53,966 | $77,472-30.3% | $100,415-46.3% | $80,959-33.3% |
| Participation rate | 78.1% | 76.9%+1.2pp | 81.5%-3.4pp | 67.7%+10.5pp |
| Annual return | 11.53% | 37.26%-25.7pp | 49.47%-37.9pp | 35.67%-24.1pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,018 | $6,818-41.1% | $8,091-50.3% | $4,300-6.6% |
| Admin fee / account holder | $4,307 | $5,885-26.8% | $7,906-45.5% | $6,925-37.8% |