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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 | $73,983 | $108,882-32.1% | $96,754-23.5% | $154,746-52.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 8.06% | 98.39%-90.3pp | 82.04%-74.0pp | 172.34%-164.3pp |
| Employer contribution / active EE | $1,743 | $3,018-42.2% | $2,679-34.9% | $4,379-60.2% |
| Participant deferral / active EE | $2,324 | $5,323-56.3% | $4,758-51.2% | $6,730-65.5% |
| Admin fee / account holder | $70,460 | $10,200+590.8% | $8,905+691.3% | $14,365+390.5% |