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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 | $56,942 | $48,011+18.6% | $63,803-10.8% | $82,637-31.1% |
| Participation rate | 77.8% | 66.6%+11.2pp | 72.7%+5.1pp | 68.1%+9.7pp |
| Annual return | 9.21% | 19.84%-10.6pp | 543.72%-534.5pp | 53.51%-44.3pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,457 | $2,846+21.5% | $3,843-10.0% | $4,126-16.2% |
| Admin fee / account holder | $5,115 | $3,873+32.1% | $5,196-1.6% | $7,339-30.3% |