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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 | $50,554+12.3% | $67,681-16.1% | $87,485-35.1% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 5.13% | 17.81%-12.7pp | 590.58%-585.5pp | 26.06%-20.9pp |
| Employer contribution / active EE | $2,900 | $1,988+45.8% | $2,678+8.3% | $2,596+11.7% |
| Participant deferral / active EE | $2,239 | $2,961-24.4% | $3,976-43.7% | $4,274-47.6% |
| Admin fee / account holder | $13,361 | $4,132+223.3% | $6,100+119.0% | $7,775+71.9% |