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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 | $67,761 | $162,812-58.4% | $133,971-49.4% | $158,966-57.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 3.66% | 41.94%-38.3pp | 45.09%-41.4pp | 302.95%-299.3pp |
| Employer contribution / active EE | $3,135 | $4,976-37.0% | $3,919-20.0% | $4,762-34.2% |
| Participant deferral / active EE | $13,595 | $5,910+130.0% | $5,047+169.4% | $5,983+127.2% |
| Admin fee / account holder | $142,579 | $11,741+1114.4% | $8,929+1496.7% | $11,250+1167.4% |