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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 | $79,146 | $52,580+50.5% | $71,671+10.4% | $70,124+12.9% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 12.15% | 20.25%-8.1pp | 20.65%-8.5pp | 73.14%-61.0pp |
| Employer contribution / active EE | $450 | $1,616-72.2% | $2,460-81.7% | $2,342-80.8% |
| Participant deferral / active EE | $4,237 | $2,386+77.6% | $3,438+23.2% | $3,332+27.2% |
| Admin fee / account holder | $1,974 | $3,653-46.0% | $5,558-64.5% | $4,645-57.5% |