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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 | $70,966 | $45,087+57.4% | $69,483+2.1% | $72,976-2.8% |
| Participation rate | 88.9% | 68.5%+20.4pp | 74.6%+14.3pp | 69.5%+19.4pp |
| Annual return | 3.90% | 22.67%-18.8pp | 28.99%-25.1pp | 81.02%-77.1pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,575 | $2,603-39.5% | $3,537-55.5% | $3,608-56.3% |
| Admin fee / account holder | $16,555 | $3,057+441.6% | $3,841+331.0% | $5,124+223.1% |