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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 | $41,847 | $46,599-10.2% | $64,101-34.7% | $75,173-44.3% |
| Participation rate | 90.5% | 65.9%+24.5pp | 72.3%+18.2pp | 67.2%+23.3pp |
| Annual return | 2.64% | 26.06%-23.4pp | 33.72%-31.1pp | 160.72%-158.1pp |
| Employer contribution / active EE | $758 | $1,975-61.6% | $2,749-72.4% | $2,671-71.6% |
| Participant deferral / active EE | $1,505 | $2,837-47.0% | $3,881-61.2% | $4,126-63.5% |
| Admin fee / account holder | $10,281 | $2,956+247.8% | $3,070+234.9% | $5,651+82.0% |