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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 | $77,468 | $84,236-8.0% | $170,435-54.5% | $70,126+10.5% |
| Participation rate | 98.1% | 70.8%+27.3pp | 83.6%+14.5pp | 69.5%+28.6pp |
| Annual return | 9.06% | 23.06%-14.0pp | 205.94%-196.9pp | 73.15%-64.1pp |
| Employer contribution / active EE | $565 | $3,387-83.3% | $5,432-89.6% | $2,343-75.9% |
| Participant deferral / active EE | $1,640 | $3,086-46.9% | $4,939-66.8% | $3,332-50.8% |
| Admin fee / account holder | $3,153 | $5,698-44.7% | $13,881-77.3% | $4,645-32.1% |