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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 | $36,569 | $46,877-22.0% | $122,354-70.1% | $70,126-47.9% |
| Participation rate | 72.7% | 58.2%+14.5pp | 71.6%+1.1pp | 69.5%+3.2pp |
| Annual return | 7.38% | 24.22%-16.8pp | 30.28%-22.9pp | 73.15%-65.8pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,359 | $2,167+8.9% | $3,287-28.2% | $3,332-29.2% |
| Admin fee / account holder | $2,744 | $3,324-17.4% | $5,479-49.9% | $4,645-40.9% |