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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 | $42,916 | $63,365-32.3% | $91,994-53.3% | $72,976-41.2% |
| Participation rate | 70.4% | 72.5%-2.1pp | 78.6%-8.3pp | 69.5%+0.9pp |
| Annual return | 15.08% | 35.35%-20.3pp | 69.04%-54.0pp | 81.02%-65.9pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,247 | $4,883-13.0% | $5,924-28.3% | $3,608+17.7% |
| Admin fee / account holder | $3,312 | $4,670-29.1% | $7,744-57.2% | $5,124-35.4% |