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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 | $134,899 | $99,345+35.8% | $84,753+59.2% | $273,972-50.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 1.36% | 22.93%-21.6pp | 22.78%-21.4pp | 41.46%-40.1pp |
| Employer contribution / active EE | $2,048 | $4,214-51.4% | $3,574-42.7% | $4,869-57.9% |
| Participant deferral / active EE | $5,245 | $4,270+22.8% | $3,712+41.3% | $5,287-0.8% |
| Admin fee / account holder | $41,745 | $6,645+528.2% | $5,333+682.7% | $10,133+312.0% |