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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 | $69,652 | $45,082+54.5% | $69,464+0.3% | $72,975-4.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 3.04% | 22.66%-19.6pp | 28.98%-25.9pp | 81.01%-78.0pp |
| Employer contribution / active EE | $2,172 | $2,055+5.7% | $2,779-21.9% | $2,440-11.0% |
| Participant deferral / active EE | $5,397 | $2,604+107.3% | $3,536+52.6% | $3,608+49.6% |
| Admin fee / account holder | $3,897 | $3,057+27.5% | $3,840+1.5% | $5,124-23.9% |