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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 | $45,741 | $46,534-1.7% | $64,097-28.6% | $75,177-39.2% |
| Participation rate | 80.0% | 65.9%+14.1pp | 72.3%+7.7pp | 67.2%+12.8pp |
| Annual return | 8.03% | 26.07%-18.0pp | 33.75%-25.7pp | 160.75%-152.7pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $2,750-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,371 | $2,835+54.2% | $3,881+12.6% | $4,126+5.9% |
| Admin fee / account holder | $17,075 | $2,957+477.5% | $3,070+456.3% | $5,651+202.1% |