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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 | $72,112 | $60,442+19.3% | $96,754-25.5% | $87,485-17.6% |
| Participation rate | 100.0% | 58.7%+41.3pp | 70.3%+29.7pp | 68.9%+31.1pp |
| Annual return | 12.58% | 21.97%-9.4pp | 82.04%-69.5pp | 26.06%-13.5pp |
| Employer contribution / active EE | $2,838 | $1,691+67.9% | $2,679+5.9% | $2,596+9.3% |
| Participant deferral / active EE | $4,147 | $3,280+26.4% | $4,758-12.8% | $4,274-3.0% |
| Admin fee / account holder | $542 | $5,069-89.3% | $8,905-93.9% | $7,775-93.0% |