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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 | $51,642+33.7% | $129,384-46.6% | $80,935-14.7% |
| Participation rate | 100.0% | 56.9%+43.1pp | 69.6%+30.4pp | 67.7%+32.3pp |
| Annual return | 6.55% | 20.78%-14.2pp | 9461.77%-9455.2pp | 35.66%-29.1pp |
| Employer contribution / active EE | $2,367 | $1,583+49.5% | $4,153-43.0% | $2,757-14.1% |
| Participant deferral / active EE | $766 | $2,670-71.3% | $4,166-81.6% | $4,299-82.2% |
| Admin fee / account holder | $3,043 | $4,312-29.4% | $7,686-60.4% | $6,924-56.1% |