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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 | $28,340 | $52,279-45.8% | $89,414-68.3% | $79,852-64.5% |
| Participation rate | 76.0% | 57.5%+18.5pp | 68.0%+8.0pp | 69.6%+6.4pp |
| Annual return | 1.89% | 22.16%-20.3pp | 245.50%-243.6pp | 31.72%-29.8pp |
| Employer contribution / active EE | $776 | $1,572-50.6% | $2,586-70.0% | $2,471-68.6% |
| Participant deferral / active EE | $1,820 | $2,740-33.6% | $3,890-53.2% | $3,740-51.3% |
| Admin fee / account holder | $3,830 | $3,356+14.1% | $4,883-21.6% | $5,306-27.8% |