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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 | $51,492 | $45,087+14.2% | $69,483-25.9% | $72,976-29.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 4.92% | 22.67%-17.7pp | 28.99%-24.1pp | 81.02%-76.1pp |
| Employer contribution / active EE | $7,596 | $2,055+269.6% | $2,780+173.3% | $2,440+211.3% |
| Participant deferral / active EE | $3,783 | $2,603+45.3% | $3,537+7.0% | $3,608+4.9% |
| Admin fee / account holder | $2,098 | $3,057-31.4% | $3,841-45.4% | $5,124-59.1% |