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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 | $67,508 | $27,943+141.6% | $58,507+15.4% | $75,177-10.2% |
| Participation rate | 86.4% | 38.8%+47.6pp | 50.9%+35.6pp | 67.2%+19.2pp |
| Annual return | 11.90% | 44.22%-32.3pp | 4252.32%-4240.4pp | 160.75%-148.9pp |
| Employer contribution / active EE | $1,017 | $670+51.9% | $1,053-3.5% | $2,671-61.9% |
| Participant deferral / active EE | $700 | $1,202-41.8% | $1,922-63.6% | $4,126-83.0% |
| Admin fee / account holder | $754 | $1,727-56.3% | $2,486-69.7% | $5,651-86.7% |