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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 | $65,934 | $48,364+36.3% | $71,796-8.2% | $62,881+4.9% |
| Participation rate | 98.0% | 60.6%+37.3pp | 69.1%+28.8pp | 69.3%+28.7pp |
| Annual return | 4.11% | 13.16%-9.0pp | 78.04%-73.9pp | 20.14%-16.0pp |
| Employer contribution / active EE | $1,592 | $1,042+52.8% | $1,924-17.3% | $2,281-30.2% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $826 | $3,771-78.1% | $4,815-82.8% | $4,296-80.8% |