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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 | $64,944 | $77,638-16.3% | $156,551-58.5% | $62,881+3.3% |
| Participation rate | 93.0% | 71.2%+21.8pp | 84.0%+8.9pp | 69.3%+23.7pp |
| Annual return | 1.90% | 50.33%-48.4pp | 32.23%-30.3pp | 20.14%-18.2pp |
| Employer contribution / active EE | $1,840 | $3,444-46.6% | $5,501-66.6% | $2,281-19.3% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,796 | $5,561-67.7% | $13,028-86.2% | $4,296-58.2% |