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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 | $56,781 | $55,457+2.4% | $77,361-26.6% | $94,015-39.6% |
| Participation rate | 100.0% | 69.8%+30.2pp | 75.0%+25.0pp | 70.8%+29.2pp |
| Annual return | 5.13% | 15.57%-10.4pp | 1011.54%-1006.4pp | 17.84%-12.7pp |
| Employer contribution / active EE | $2,900 | $2,255+28.6% | $2,990-3.0% | $2,790+3.9% |
| Participant deferral / active EE | $2,239 | $3,069-27.0% | $3,911-42.7% | $4,249-47.3% |
| Admin fee / account holder | $13,361 | $4,334+208.3% | $5,894+126.7% | $8,951+49.3% |