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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 | $72,348 | $48,078+50.5% | $78,676-8.0% | $62,881+15.1% |
| Participation rate | 88.9% | 65.2%+23.7pp | 73.6%+15.3pp | 69.3%+19.6pp |
| Annual return | 1.03% | 31.36%-30.3pp | 62.19%-61.2pp | 20.14%-19.1pp |
| Employer contribution / active EE | $1,003 | $2,015-50.2% | $2,850-64.8% | $2,281-56.0% |
| Participant deferral / active EE | $5,610 | $2,587+116.8% | $3,517+59.5% | $3,203+75.1% |
| Admin fee / account holder | $2,222 | $3,206-30.7% | $4,510-50.7% | $4,296-48.3% |