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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 | $88,469 | $83,485+6.0% | $125,192-29.3% | $72,975+21.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 4.20% | 25.77%-21.6pp | 43.79%-39.6pp | 81.01%-76.8pp |
| Employer contribution / active EE | $819 | $2,346-65.1% | $3,866-78.8% | $2,440-66.4% |
| Participant deferral / active EE | $3,576 | $3,586-0.3% | $4,937-27.6% | $3,608-0.9% |
| Admin fee / account holder | $15,981 | $5,518+189.6% | $9,704+64.7% | $5,124+211.9% |