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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 | $56,850 | $51,638+10.1% | $68,368-16.8% | $82,448-31.0% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 12.12% | 37.53%-25.4pp | 292.57%-280.5pp | 41.64%-29.5pp |
| Employer contribution / active EE | $2,072 | $2,047+1.2% | $2,649-21.8% | $2,551-18.8% |
| Participant deferral / active EE | $3,692 | $2,914+26.7% | $4,123-10.4% | $4,139-10.8% |
| Admin fee / account holder | $7,856 | $4,643+69.2% | $5,150+52.6% | $7,234+8.6% |