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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 | $59,162 | $53,128+11.4% | $86,582-31.7% | $70,126-15.6% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 9.14% | 27.66%-18.5pp | 965.08%-955.9pp | 73.15%-64.0pp |
| Employer contribution / active EE | $2,417 | $2,068+16.9% | $2,839-14.9% | $2,343+3.2% |
| Participant deferral / active EE | $2,155 | $2,695-20.1% | $3,609-40.3% | $3,332-35.3% |
| Admin fee / account holder | $31,184 | $3,584+770.2% | $4,904+535.9% | $4,645+571.3% |