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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 | $68,386 | $45,087+51.7% | $69,483-1.6% | $72,976-6.3% |
| Participation rate | 96.7% | 68.5%+28.2pp | 74.6%+22.1pp | 69.5%+27.2pp |
| Annual return | 4.26% | 22.67%-18.4pp | 28.99%-24.7pp | 81.02%-76.8pp |
| Employer contribution / active EE | $385 | $2,055-81.3% | $2,780-86.2% | $2,440-84.2% |
| Participant deferral / active EE | $2,163 | $2,603-16.9% | $3,537-38.8% | $3,608-40.0% |
| Admin fee / account holder | $15,143 | $3,057+395.4% | $3,841+294.3% | $5,124+195.5% |