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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 | $53,832 | $51,638+4.3% | $68,368-21.3% | $82,448-34.7% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 12.20% | 37.53%-25.3pp | 292.57%-280.4pp | 41.64%-29.4pp |
| Employer contribution / active EE | $2,112 | $2,047+3.2% | $2,649-20.3% | $2,551-17.2% |
| Participant deferral / active EE | $2,507 | $2,914-14.0% | $4,123-39.2% | $4,139-39.4% |
| Admin fee / account holder | $15,727 | $4,643+238.7% | $5,150+205.4% | $7,234+117.4% |