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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 | $67,094 | $48,364+38.7% | $71,796-6.5% | $62,881+6.7% |
| Participation rate | 72.0% | 60.6%+11.4pp | 69.1%+2.9pp | 69.3%+2.7pp |
| Annual return | 0.03% | 13.16%-13.1pp | 78.04%-78.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,162 | $2,091-44.4% | $2,794-58.4% | $3,203-63.7% |
| Admin fee / account holder | $8,822 | $3,771+133.9% | $4,815+83.2% | $4,296+105.4% |