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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 | $84,723 | $64,324+31.7% | $118,946-28.8% | $79,852+6.1% |
| Participation rate | 98.0% | 64.9%+33.2pp | 75.4%+22.6pp | 69.6%+28.4pp |
| Annual return | 5.71% | 86.45%-80.7pp | 35.89%-30.2pp | 31.72%-26.0pp |
| Employer contribution / active EE | $4,314 | $1,836+134.9% | $3,263+32.2% | $2,471+74.6% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $4,266-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,015 | $4,040-74.9% | $6,581-84.6% | $5,306-80.9% |