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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 | $48,866 | $58,258-16.1% | $81,820-40.3% | $80,925-39.6% |
| Participation rate | 91.7% | 63.5%+28.2pp | 72.4%+19.3pp | 67.7%+24.0pp |
| Annual return | 7.98% | 41.76%-33.8pp | 777.93%-769.9pp | 35.65%-27.7pp |
| Employer contribution / active EE | $2,083 | $2,345-11.2% | $2,915-28.5% | $2,756-24.4% |
| Participant deferral / active EE | $2,267 | $3,284-31.0% | $4,323-47.6% | $4,299-47.3% |
| Admin fee / account holder | $13,994 | $4,976+181.2% | $7,391+89.3% | $6,940+101.6% |