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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 | $66,676 | $45,082+47.9% | $69,464-4.0% | $72,975-8.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 1.98% | 22.66%-20.7pp | 28.98%-27.0pp | 81.01%-79.0pp |
| Employer contribution / active EE | $1,421 | $2,055-30.9% | $2,779-48.9% | $2,440-41.8% |
| Participant deferral / active EE | $1,916 | $2,604-26.4% | $3,536-45.8% | $3,608-46.9% |
| Admin fee / account holder | $24,076 | $3,057+687.6% | $3,840+526.9% | $5,124+369.9% |