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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 | $70,569 | $76,407-7.6% | $150,298-53.0% | $82,448-14.4% |
| Participation rate | 87.0% | 66.4%+20.6pp | 77.8%+9.2pp | 68.1%+18.9pp |
| Annual return | 12.73% | 39.99%-27.3pp | 62.79%-50.1pp | 41.64%-28.9pp |
| Employer contribution / active EE | $1,909 | $2,614-27.0% | $4,154-54.1% | $2,551-25.2% |
| Participant deferral / active EE | $2,717 | $3,214-15.5% | $5,453-50.2% | $4,139-34.4% |
| Admin fee / account holder | $43,972 | $6,352+592.3% | $14,116+211.5% | $7,234+507.8% |