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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 | $93,356 | $55,453+68.4% | $170,435-45.2% | $62,293+49.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 4.60% | 21.38%-16.8pp | 205.94%-201.3pp | 28.90%-24.3pp |
| Employer contribution / active EE | $1,689 | $2,164-21.9% | $5,432-68.9% | $2,042-17.3% |
| Participant deferral / active EE | $3,378 | $2,303+46.7% | $4,939-31.6% | $3,169+6.6% |
| Admin fee / account holder | $5,228 | $455+1048.8% | $13,881-62.3% | $479+990.6% |