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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 | $74,633 | $85,171-12.4% | $172,752-56.8% | $72,975+2.3% |
| Participation rate | 87.3% | 70.1%+17.2pp | 82.6%+4.7pp | 69.5%+17.8pp |
| Annual return | 3.72% | 27.32%-23.6pp | 802.97%-799.2pp | 81.01%-77.3pp |
| Employer contribution / active EE | $1,955 | $3,324-41.2% | $5,144-62.0% | $2,440-19.9% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $4,490 | $5,880-23.6% | $13,955-67.8% | $5,124-12.4% |