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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 | $56,073 | $85,171-34.2% | $172,753-67.5% | $72,976-23.2% |
| Participation rate | 97.7% | 70.1%+27.6pp | 82.6%+15.0pp | 69.5%+28.2pp |
| Annual return | 4.83% | 27.32%-22.5pp | 803.00%-798.2pp | 81.02%-76.2pp |
| Employer contribution / active EE | $2,520 | $3,324-24.2% | $5,144-51.0% | $2,440+3.3% |
| Participant deferral / active EE | $1,840 | $3,260-43.6% | $5,198-64.6% | $3,608-49.0% |
| Admin fee / account holder | $14,167 | $5,880+140.9% | $13,956+1.5% | $5,124+176.5% |