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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 | $62,096 | $51,638+20.3% | $68,368-9.2% | $82,448-24.7% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 7.70% | 37.53%-29.8pp | 292.57%-284.9pp | 41.64%-33.9pp |
| Employer contribution / active EE | $4,312 | $2,047+110.7% | $2,649+62.8% | $2,551+69.0% |
| Participant deferral / active EE | $4,936 | $2,914+69.4% | $4,123+19.7% | $4,139+19.2% |
| Admin fee / account holder | $8,092 | $4,643+74.3% | $5,150+57.1% | $7,234+11.9% |