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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 | $50,748 | $69,977-27.5% | $108,582-53.3% | $62,881-19.3% |
| Participation rate | 72.5% | 72.9%-0.4pp | 79.6%-7.1pp | 69.3%+3.2pp |
| Annual return | 2.20% | 10.73%-8.5pp | -51.70%+53.9pp | 20.14%-17.9pp |
| Employer contribution / active EE | $791 | $2,135-63.0% | $3,758-79.0% | $2,281-65.3% |
| Participant deferral / active EE | $2,094 | $3,165-33.8% | $4,311-51.4% | $3,203-34.6% |
| Admin fee / account holder | $7,315 | $5,076+44.1% | $7,645-4.3% | $4,296+70.3% |