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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 | $66,412 | $85,171-22.0% | $172,752-61.6% | $72,975-9.0% |
| Participation rate | 75.0% | 70.1%+4.9pp | 82.6%-7.6pp | 69.5%+5.5pp |
| Annual return | 3.59% | 27.32%-23.7pp | 802.97%-799.4pp | 81.01%-77.4pp |
| Employer contribution / active EE | $2,656 | $3,324-20.1% | $5,144-48.4% | $2,440+8.9% |
| Participant deferral / active EE | $3,343 | $3,260+2.6% | $5,198-35.7% | $3,608-7.3% |
| Admin fee / account holder | $24,133 | $5,880+310.4% | $13,955+72.9% | $5,124+371.0% |