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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 | $71,103 | $39,132+81.7% | $57,196+24.3% | $62,881+13.1% |
| Participation rate | 97.0% | 70.5%+26.5pp | 75.3%+21.6pp | 69.3%+27.7pp |
| Annual return | 0.32% | 9.24%-8.9pp | 14.59%-14.3pp | 20.14%-19.8pp |
| Employer contribution / active EE | $365 | $1,874-80.5% | $2,683-86.4% | $2,281-84.0% |
| Participant deferral / active EE | $2,383 | $2,374+0.4% | $3,096-23.0% | $3,203-25.6% |
| Admin fee / account holder | $1,211 | $2,594-53.3% | $3,141-61.4% | $4,296-71.8% |