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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 | $60,747 | $48,277+25.8% | $67,511-10.0% | $80,874-24.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 7.85% | 18.27%-10.4pp | 3517.41%-3509.6pp | 35.62%-27.8pp |
| Employer contribution / active EE | $1,516 | $2,021-25.0% | $2,733-44.5% | $2,756-45.0% |
| Participant deferral / active EE | $3,034 | $2,926+3.7% | $4,000-24.2% | $4,297-29.4% |
| Admin fee / account holder | $17,334 | $3,687+370.1% | $3,999+333.5% | $6,935+149.9% |