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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 | $67,643 | $111,535-39.4% | $105,223-35.7% | $137,256-50.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 10.97% | 237.85%-226.9pp | 180.65%-169.7pp | 220.34%-209.4pp |
| Employer contribution / active EE | $1,675 | $3,939-57.5% | $3,689-54.6% | $4,156-59.7% |
| Participant deferral / active EE | $5,041 | $5,500-8.3% | $5,072-0.6% | $6,407-21.3% |
| Admin fee / account holder | $23,975 | $9,721+146.6% | $8,859+170.6% | $12,270+95.4% |