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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 | $62,247 | $60,442+3.0% | $96,754-35.7% | $87,485-28.8% |
| Participation rate | 100.0% | 58.7%+41.3pp | 70.3%+29.7pp | 68.9%+31.1pp |
| Annual return | 12.57% | 21.97%-9.4pp | 82.04%-69.5pp | 26.06%-13.5pp |
| Employer contribution / active EE | $4,139 | $1,691+144.8% | $2,679+54.5% | $2,596+59.4% |
| Participant deferral / active EE | $0 | $3,280-100.0% | $4,758-100.0% | $4,274-100.0% |
| Admin fee / account holder | $4,799 | $5,069-5.3% | $8,905-46.1% | $7,775-38.3% |