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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 | $65,689 | $98,240-33.1% | $82,312-20.2% | $147,586-55.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 7.96% | 30.85%-22.9pp | 25.88%-17.9pp | 578.59%-570.6pp |
| Employer contribution / active EE | $2,464 | $3,192-22.8% | $2,428+1.4% | $4,876-49.5% |
| Participant deferral / active EE | $4,431 | $4,383+1.1% | $3,706+19.5% | $5,439-18.5% |
| Admin fee / account holder | $18,530 | $8,563+116.4% | $5,608+230.4% | $10,886+70.2% |