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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 | $61,930 | $51,638+19.9% | $68,368-9.4% | $82,448-24.9% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 8.16% | 37.53%-29.4pp | 292.57%-284.4pp | 41.64%-33.5pp |
| Employer contribution / active EE | $1,832 | $2,047-10.5% | $2,649-30.8% | $2,551-28.2% |
| Participant deferral / active EE | $2,117 | $2,914-27.3% | $4,123-48.6% | $4,139-48.9% |
| Admin fee / account holder | $7,151 | $4,643+54.0% | $5,150+38.9% | $7,234-1.1% |