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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 | $79,072 | $69,977+13.0% | $108,582-27.2% | $62,881+25.7% |
| Participation rate | 86.5% | 72.9%+13.6pp | 79.6%+6.9pp | 69.3%+17.2pp |
| Annual return | 1.62% | 10.73%-9.1pp | -51.70%+53.3pp | 20.14%-18.5pp |
| Employer contribution / active EE | $1,903 | $2,135-10.9% | $3,758-49.4% | $2,281-16.6% |
| Participant deferral / active EE | $2,767 | $3,165-12.6% | $4,311-35.8% | $3,203-13.6% |
| Admin fee / account holder | $1,069 | $5,076-78.9% | $7,645-86.0% | $4,296-75.1% |