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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 | $52,590 | $47,479+10.8% | $62,929-16.4% | $82,448-36.2% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 10.78% | 20.34%-9.6pp | 1063.93%-1053.1pp | 41.64%-30.9pp |
| Employer contribution / active EE | $1,245 | $1,885-33.9% | $2,505-50.3% | $2,551-51.2% |
| Participant deferral / active EE | $3,382 | $2,870+17.8% | $3,888-13.0% | $4,139-18.3% |
| Admin fee / account holder | $2,041 | $3,804-46.3% | $5,065-59.7% | $7,234-71.8% |