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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 | $67,670 | $60,165+12.5% | $74,184-8.8% | $55,167+22.7% |
| Participation rate | 72.3% | 74.2%-1.9pp | 76.6%-4.3pp | 69.0%+3.3pp |
| Annual return | 4.86% | 10.00%-5.1pp | 17.74%-12.9pp | 169.23%-164.4pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,354 | $2,973-20.8% | $3,550-33.7% | $3,054-22.9% |
| Admin fee / account holder | $3,147 | $419+650.5% | $5,586-43.7% | $504+524.5% |