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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 | $51,748 | $45,043+14.9% | $63,005-17.9% | $70,124-26.2% |
| Participation rate | 97.3% | 69.5%+27.7pp | 74.8%+22.5pp | 69.5%+27.7pp |
| Annual return | 9.19% | 18.76%-9.6pp | 87.59%-78.4pp | 73.14%-64.0pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,951 | $2,466+60.3% | $3,329+18.7% | $3,332+18.6% |
| Admin fee / account holder | $668 | $2,833-76.4% | $3,599-81.4% | $4,645-85.6% |