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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 | $74,543 | $49,896+49.4% | $80,627-7.5% | $75,173-0.8% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 14.04% | 34.67%-20.6pp | 936.76%-922.7pp | 160.72%-146.7pp |
| Employer contribution / active EE | $1,292 | $1,699-23.9% | $2,723-52.5% | $2,671-51.6% |
| Participant deferral / active EE | $2,372 | $2,992-20.7% | $4,443-46.6% | $4,126-42.5% |
| Admin fee / account holder | $3,593 | $3,578+0.4% | $5,381-33.2% | $5,651-36.4% |