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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 | $72,516 | $46,534+55.8% | $64,097+13.1% | $75,177-3.5% |
| Participation rate | 81.5% | 65.9%+15.5pp | 72.3%+9.2pp | 67.2%+14.3pp |
| Annual return | 9.71% | 26.07%-16.4pp | 33.75%-24.0pp | 160.75%-151.0pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $2,750-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,256 | $2,835+50.1% | $3,881+9.6% | $4,126+3.1% |
| Admin fee / account holder | $634 | $2,957-78.6% | $3,070-79.4% | $5,651-88.8% |