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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 | $61,037 | $90,486-32.5% | $78,676-22.4% | $273,972-77.7% |
| Participation rate | 95.2% | 76.5%+18.7pp | 73.6%+21.7pp | 83.0%+12.2pp |
| Annual return | 0.01% | 75.62%-75.6pp | 62.19%-62.2pp | 41.46%-41.4pp |
| Employer contribution / active EE | $3,831 | $3,175+20.7% | $2,850+34.4% | $4,869-21.3% |
| Participant deferral / active EE | $2,916 | $3,901-25.3% | $3,517-17.1% | $5,287-44.9% |
| Admin fee / account holder | $2,822 | $5,263-46.4% | $4,510-37.4% | $10,133-72.2% |