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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 | $71,804 | $93,617-23.3% | $135,982-47.2% | $75,177-4.5% |
| Participation rate | 92.6% | 75.2%+17.4pp | 81.9%+10.7pp | 67.2%+25.4pp |
| Annual return | 2.60% | 30.89%-28.3pp | 68.32%-65.7pp | 160.75%-158.1pp |
| Employer contribution / active EE | $3,458 | $3,538-2.3% | $4,859-28.8% | $2,671+29.5% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,802 | $6,980-59.9% | $10,767-74.0% | $5,651-50.4% |