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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 | $50,822 | $76,371-33.5% | $93,621-45.7% | $72,976-30.4% |
| Participation rate | 88.0% | 71.8%+16.2pp | 75.8%+12.2pp | 69.5%+18.5pp |
| Annual return | 2.14% | 25.82%-23.7pp | 32.76%-30.6pp | 81.02%-78.9pp |
| Employer contribution / active EE | $567 | $2,276-75.1% | $2,719-79.1% | $2,440-76.8% |
| Participant deferral / active EE | $2,340 | $3,538-33.9% | $4,070-42.5% | $3,608-35.1% |
| Admin fee / account holder | $17,137 | $6,839+150.6% | $7,890+117.2% | $5,124+234.4% |