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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 | $67,518 | $60,119+12.3% | $90,430-25.3% | $79,858-15.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 4.82% | 71.94%-67.1pp | 1293.73%-1288.9pp | 31.72%-26.9pp |
| Employer contribution / active EE | $906 | $2,068-56.2% | $3,262-72.2% | $2,471-63.3% |
| Participant deferral / active EE | $4,892 | $2,938+66.5% | $3,963+23.5% | $3,740+30.8% |
| Admin fee / account holder | $1,277 | $3,976-67.9% | $5,613-77.2% | $5,306-75.9% |