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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 | $59,690 | $43,423+37.5% | $78,676-24.1% | $55,167+8.2% |
| Participation rate | 98.0% | 68.0%+30.0pp | 73.6%+24.5pp | 69.0%+29.0pp |
| Annual return | 2.24% | 11.53%-9.3pp | 62.19%-59.9pp | 169.23%-167.0pp |
| Employer contribution / active EE | $2,171 | $1,997+8.7% | $2,850-23.8% | $1,963+10.6% |
| Participant deferral / active EE | $3,003 | $2,509+19.7% | $3,517-14.6% | $3,054-1.7% |
| Admin fee / account holder | $7,307 | $416+1655.8% | $4,510+62.0% | $504+1350.1% |