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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 | $69,064 | $51,606+33.8% | $129,339-46.6% | $80,911-14.6% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 6.55% | 20.76%-14.2pp | 9437.05%-9430.5pp | 35.63%-29.1pp |
| Employer contribution / active EE | $2,367 | $1,582+49.6% | $4,154-43.0% | $2,756-14.1% |
| Participant deferral / active EE | $766 | $2,669-71.3% | $4,170-81.6% | $4,297-82.2% |
| Admin fee / account holder | $3,043 | $4,310-29.4% | $7,668-60.3% | $6,935-56.1% |