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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 | $34,861 | $61,125-43.0% | $94,057-62.9% | $87,485-60.2% |
| Participation rate | 79.2% | 64.1%+15.1pp | 73.3%+5.8pp | 68.9%+10.2pp |
| Annual return | 10.04% | 35.20%-25.2pp | 480.62%-470.6pp | 26.06%-16.0pp |
| Employer contribution / active EE | $1,273 | $2,136-40.4% | $2,933-56.6% | $2,596-51.0% |
| Participant deferral / active EE | $2,757 | $3,260-15.4% | $4,709-41.5% | $4,274-35.5% |
| Admin fee / account holder | $10,956 | $5,629+94.7% | $7,244+51.2% | $7,775+40.9% |