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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 | $86,720 | $54,763+58.4% | $90,324-4.0% | $72,976+18.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 14.66% | 30.63%-16.0pp | 78.15%-63.5pp | 81.02%-66.4pp |
| Employer contribution / active EE | $690 | $2,093-67.1% | $2,856-75.9% | $2,440-71.7% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,775 | $3,973-5.0% | $5,356-29.5% | $5,124-26.3% |