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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 | $68,499 | $53,774+27.4% | $134,162-48.9% | $79,852-14.2% |
| Participation rate | 88.9% | 58.8%+30.1pp | 72.2%+16.7pp | 69.6%+19.3pp |
| Annual return | 6.12% | 19.01%-12.9pp | 36.35%-30.2pp | 31.72%-25.6pp |
| Employer contribution / active EE | $813 | $1,322-38.5% | $3,705-78.1% | $2,471-67.1% |
| Participant deferral / active EE | $0 | $2,420-100.0% | $3,500-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,078 | $3,985-47.9% | $6,685-68.9% | $5,306-60.8% |