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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 | $47,472 | $45,087+5.3% | $69,483-31.7% | $72,976-34.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 5.37% | 22.67%-17.3pp | 28.99%-23.6pp | 81.02%-75.6pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,317 | $2,603-11.0% | $3,537-34.5% | $3,608-35.8% |
| Admin fee / account holder | $4,842 | $3,057+58.4% | $3,841+26.1% | $5,124-5.5% |