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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 | $64,271 | $52,678+22.0% | $75,784-15.2% | $59,633+7.8% |
| Participation rate | 96.0% | 67.2%+28.8pp | 75.8%+20.2pp | 68.7%+27.3pp |
| Annual return | -3.56% | 2.95%-6.5pp | 9.68%-13.2pp | 2041.45%-2045.0pp |
| Employer contribution / active EE | $1,200 | $2,193-45.3% | $3,323-63.9% | $2,203-45.5% |
| Participant deferral / active EE | $3,135 | $2,591+21.0% | $3,652-14.1% | $3,192-1.8% |
| Admin fee / account holder | $1,275 | $3,610-64.7% | $5,300-75.9% | $4,297-70.3% |