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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 | $45,423 | $45,079+0.8% | $69,461-34.6% | $72,983-37.8% |
| Participation rate | 97.1% | 68.5%+28.6pp | 74.6%+22.4pp | 69.5%+27.6pp |
| Annual return | 2.87% | 22.65%-19.8pp | 28.97%-26.1pp | 81.01%-78.1pp |
| Employer contribution / active EE | $1,790 | $2,055-12.9% | $2,779-35.6% | $2,440-26.6% |
| Participant deferral / active EE | $2,593 | $2,603-0.4% | $3,536-26.7% | $3,608-28.1% |
| Admin fee / account holder | $13,940 | $3,056+356.2% | $3,840+263.1% | $5,124+172.1% |