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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 | $64,329 | $48,284+33.2% | $67,524-4.7% | $80,911-20.5% |
| Participation rate | 88.0% | 66.4%+21.6pp | 72.9%+15.1pp | 67.6%+20.4pp |
| Annual return | 4.18% | 18.27%-14.1pp | 3519.41%-3515.2pp | 35.63%-31.4pp |
| Employer contribution / active EE | $3,436 | $2,021+70.0% | $2,734+25.7% | $2,756+24.7% |
| Participant deferral / active EE | $1,673 | $2,927-42.8% | $4,001-58.2% | $4,297-61.1% |
| Admin fee / account holder | $50,498 | $3,688+1269.3% | $4,001+1162.2% | $6,935+628.2% |