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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 | $132,051 | $32,888+301.5% | - | $70,126+88.3% |
| Participation rate | 96.3% | 57.8%+38.5pp | - | 69.5%+26.8pp |
| Annual return | 1.30% | 18.50%-17.2pp | - | 73.15%-71.9pp |
| Employer contribution / active EE | $7,701 | $2,171+254.8% | - | $2,343+228.8% |
| Participant deferral / active EE | $0 | $1,340-100.0% | - | $3,332-100.0% |
| Admin fee / account holder | $2,872 | $1,413+103.2% | - | $4,645-38.2% |