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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 | $65,258 | $100,938-35.3% | $90,461-27.9% | $158,982-59.0% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 2.57% | 1727.20%-1724.6pp | 1294.76%-1292.2pp | 302.99%-300.4pp |
| Employer contribution / active EE | $4,971 | $3,691+34.7% | $3,264+52.3% | $4,763+4.4% |
| Participant deferral / active EE | $5,056 | $4,350+16.2% | $3,964+27.5% | $5,983-15.5% |
| Admin fee / account holder | $15,790 | $6,510+142.6% | $5,617+181.1% | $11,252+40.3% |