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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 | $63,341 | $45,082+40.5% | $69,464-8.8% | $72,975-13.2% |
| Participation rate | 70.2% | 68.5%+1.7pp | 74.6%-4.4pp | 69.5%+0.7pp |
| Annual return | 4.68% | 22.66%-18.0pp | 28.98%-24.3pp | 81.01%-76.3pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,758 | $2,604-32.5% | $3,536-50.3% | $3,608-51.3% |
| Admin fee / account holder | $6,169 | $3,057+101.8% | $3,840+60.6% | $5,124+20.4% |