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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 | $48,419 | $70,486-31.3% | $100,535-51.8% | $79,856-39.4% |
| Participation rate | 71.4% | 73.6%-2.2pp | 79.4%-8.0pp | 69.6%+1.8pp |
| Annual return | 12.21% | 21.90%-9.7pp | 30.90%-18.7pp | 31.71%-19.5pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,687 | $5,182-9.5% | $6,271-25.3% | $3,741+25.3% |
| Admin fee / account holder | $863 | $4,480-80.7% | $8,085-89.3% | $5,306-83.7% |