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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 | $123,044 | $73,978+66.3% | $96,515+27.5% | $75,173+63.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 3.32% | 26.72%-23.4pp | 35.73%-32.4pp | 160.72%-157.4pp |
| Employer contribution / active EE | $5,000 | $2,931+70.6% | $3,740+33.7% | $2,671+87.2% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $542 | $5,219-89.6% | $6,735-92.0% | $5,651-90.4% |