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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 | $66,426 | $57,590+15.3% | $86,233-23.0% | $82,448-19.4% |
| Participation rate | 94.8% | 57.9%+37.0pp | 69.0%+25.8pp | 68.1%+26.8pp |
| Annual return | 1.53% | 22.41%-20.9pp | 61.39%-59.9pp | 41.64%-40.1pp |
| Employer contribution / active EE | $3,496 | $1,655+111.2% | $2,504+39.6% | $2,551+37.1% |
| Participant deferral / active EE | $0 | $3,080-100.0% | $4,559-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,140 | $4,730-54.8% | $8,342-74.3% | $7,234-70.4% |