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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 | $47,837 | $49,255-2.9% | $70,494-32.1% | $79,856-40.1% |
| Participation rate | 93.6% | 69.2%+24.5pp | 75.1%+18.6pp | 69.6%+24.0pp |
| Annual return | 4.85% | 30.10%-25.3pp | 109.16%-104.3pp | 31.71%-26.9pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,042 | $2,768-26.2% | $3,711-45.0% | $3,741-45.4% |
| Admin fee / account holder | $5,840 | $2,879+102.8% | $3,848+51.8% | $5,306+10.1% |