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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 | $44,129 | $67,602-34.7% | $82,312-46.4% | $70,126-37.1% |
| Participation rate | 87.8% | 72.8%+15.0pp | 76.9%+10.9pp | 69.5%+18.3pp |
| Annual return | 11.69% | 21.57%-9.9pp | 25.88%-14.2pp | 73.15%-61.5pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $7,899 | $2,987+164.4% | $3,706+113.1% | $3,332+137.1% |
| Admin fee / account holder | $924 | $4,512-79.5% | $5,608-83.5% | $4,645-80.1% |