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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 | $60,870 | $57,976+5.0% | $63,018-3.4% | $62,293-2.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 11.47% | 17.54%-6.1pp | 87.62%-76.2pp | 28.90%-17.4pp |
| Employer contribution / active EE | $1,763 | $2,415-27.0% | $2,761-36.2% | $2,042-13.7% |
| Participant deferral / active EE | $1,693 | $2,956-42.7% | $3,330-49.2% | $3,169-46.6% |
| Admin fee / account holder | $2,525 | $276+815.7% | $3,601-29.9% | $479+426.8% |