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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 | $42,246 | $49,976-15.5% | $66,674-36.6% | $82,637-48.9% |
| Participation rate | 84.1% | 63.1%+21.0pp | 73.7%+10.5pp | 68.1%+16.1pp |
| Annual return | 12.76% | 39.09%-26.3pp | 321.24%-308.5pp | 53.51%-40.7pp |
| Employer contribution / active EE | $954 | $1,988-52.0% | $2,620-63.6% | $2,552-62.6% |
| Participant deferral / active EE | $1,417 | $2,847-50.2% | $4,084-65.3% | $4,126-65.7% |
| Admin fee / account holder | $12,161 | $4,594+164.7% | $5,098+138.5% | $7,339+65.7% |