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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 | $62,753 | $138,385-54.7% | $184,243-65.9% | $80,925-22.5% |
| Participation rate | 91.2% | 83.9%+7.3pp | 86.8%+4.3pp | 67.7%+23.5pp |
| Annual return | 1.40% | 20.02%-18.6pp | 28.82%-27.4pp | 35.65%-34.3pp |
| Employer contribution / active EE | $1,765 | $4,851-63.6% | $6,427-72.5% | $2,756-36.0% |
| Participant deferral / active EE | $0 | $7,075-100.0% | $9,132-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,196 | $10,489-79.1% | $13,914-84.2% | $6,940-68.4% |