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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 | $76,046 | $111,787-32.0% | $93,681-18.8% | $145,978-47.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 5.35% | 203.52%-198.2pp | 133.47%-128.1pp | 550.52%-545.2pp |
| Employer contribution / active EE | $1,048 | $3,093-66.1% | $2,422-56.7% | $4,662-77.5% |
| Participant deferral / active EE | $3,322 | $4,918-32.5% | $4,415-24.8% | $6,690-50.3% |
| Admin fee / account holder | $23,418 | $10,256+128.3% | $8,290+182.5% | $13,400+74.8% |