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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 | $70,616 | $69,977+0.9% | $108,582-35.0% | $62,881+12.3% |
| Participation rate | 96.0% | 72.9%+23.1pp | 79.6%+16.4pp | 69.3%+26.7pp |
| Annual return | 4.15% | 10.73%-6.6pp | -51.70%+55.8pp | 20.14%-16.0pp |
| Employer contribution / active EE | $727 | $2,135-65.9% | $3,758-80.7% | $2,281-68.1% |
| Participant deferral / active EE | $2,341 | $3,165-26.0% | $4,311-45.7% | $3,203-26.9% |
| Admin fee / account holder | $3,643 | $5,076-28.2% | $7,645-52.4% | $4,296-15.2% |