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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 | $56,341 | $76,551-26.4% | $123,894-54.5% | $62,881-10.4% |
| Participation rate | 76.5% | 73.0%+3.6pp | 81.4%-4.9pp | 69.3%+7.2pp |
| Annual return | 5.59% | 18.68%-13.1pp | 47.52%-41.9pp | 20.14%-14.6pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,192 | $4,840-13.4% | $5,984-29.9% | $3,203+30.9% |
| Admin fee / account holder | $7,967 | $4,826+65.1% | $8,357-4.7% | $4,296+85.5% |