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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 | $45,465 | $87,166-47.8% | $76,735-40.7% | $137,256-66.9% |
| Participation rate | 75.0% | 74.4%+0.6pp | 69.5%+5.5pp | 80.0%-5.0pp |
| Annual return | 5.93% | 26.50%-20.6pp | 29.77%-23.8pp | 220.34%-214.4pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,059 | $4,726+7.0% | $4,088+23.8% | $6,407-21.0% |
| Admin fee / account holder | $11,883 | $8,403+41.4% | $7,189+65.3% | $12,270-3.2% |