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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 | $73,987 | $48,078+53.9% | $78,676-6.0% | $62,881+17.7% |
| Participation rate | 96.0% | 65.2%+30.8pp | 73.6%+22.4pp | 69.3%+26.7pp |
| Annual return | 1.89% | 31.36%-29.5pp | 62.19%-60.3pp | 20.14%-18.3pp |
| Employer contribution / active EE | $2,100 | $2,015+4.2% | $2,850-26.3% | $2,281-7.9% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,400 | $3,206-25.1% | $4,510-46.8% | $4,296-44.1% |