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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 | $68,129 | $67,411+1.1% | $91,004-25.1% | $70,126-2.8% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 10.90% | -40.16%+51.1pp | 4.60%+6.3pp | 73.15%-62.2pp |
| Employer contribution / active EE | $430 | $1,786-75.9% | $2,456-82.5% | $2,343-81.6% |
| Participant deferral / active EE | $2,301 | $2,823-18.5% | $3,548-35.1% | $3,332-30.9% |
| Admin fee / account holder | $6,817 | $4,236+60.9% | $5,417+25.8% | $4,645+46.7% |