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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 | $54,619 | $50,554+8.0% | $67,681-19.3% | $87,485-37.6% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 10.01% | 17.81%-7.8pp | 590.58%-580.6pp | 26.06%-16.0pp |
| Employer contribution / active EE | $3,836 | $1,988+92.9% | $2,678+43.2% | $2,596+47.7% |
| Participant deferral / active EE | $3,623 | $2,961+22.4% | $3,976-8.9% | $4,274-15.2% |
| Admin fee / account holder | $1,258 | $4,132-69.6% | $6,100-79.4% | $7,775-83.8% |