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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 | $48,327+33.1% | $67,575-4.8% | $80,935-20.5% |
| Participation rate | 88.0% | 66.4%+21.6pp | 72.9%+15.1pp | 67.7%+20.3pp |
| Annual return | 4.18% | 18.31%-14.1pp | 3528.98%-3524.8pp | 35.66%-31.5pp |
| Employer contribution / active EE | $3,436 | $2,022+69.9% | $2,736+25.6% | $2,757+24.6% |
| Participant deferral / active EE | $1,673 | $2,927-42.9% | $4,003-58.2% | $4,299-61.1% |
| Admin fee / account holder | $50,498 | $3,692+1267.7% | $3,993+1164.7% | $6,924+629.3% |