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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 | $63,762 | $47,479+34.3% | $62,929+1.3% | $82,448-22.7% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 9.74% | 20.34%-10.6pp | 1063.93%-1054.2pp | 41.64%-31.9pp |
| Employer contribution / active EE | $2,432 | $1,885+29.0% | $2,505-2.9% | $2,551-4.7% |
| Participant deferral / active EE | $5,392 | $2,870+87.8% | $3,888+38.7% | $4,139+30.3% |
| Admin fee / account holder | $7,389 | $3,804+94.2% | $5,065+45.9% | $7,234+2.1% |