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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 | $48,337+25.7% | $67,560-10.1% | $80,959-25.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 7.85% | 18.26%-10.4pp | 3533.50%-3525.6pp | 35.67%-27.8pp |
| Employer contribution / active EE | $1,516 | $2,023-25.1% | $2,737-44.6% | $2,757-45.0% |
| Participant deferral / active EE | $3,034 | $2,928+3.6% | $4,004-24.2% | $4,300-29.4% |
| Admin fee / account holder | $17,334 | $3,695+369.1% | $3,994+334.0% | $6,925+150.3% |