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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 | $64,769 | $60,349+7.3% | $74,184-12.7% | $62,881+3.0% |
| Participation rate | 96.5% | 72.7%+23.8pp | 76.6%+19.9pp | 69.3%+27.2pp |
| Annual return | 0.96% | 21.38%-20.4pp | 17.74%-16.8pp | 20.14%-19.2pp |
| Employer contribution / active EE | $877 | $1,680-47.8% | $2,370-63.0% | $2,281-61.5% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,409 | $4,261-20.0% | $5,586-39.0% | $4,296-20.6% |