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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 | $38,393 | $48,314-20.5% | $67,561-43.2% | $80,925-52.6% |
| Participation rate | 87.8% | 66.4%+21.4pp | 72.9%+14.9pp | 67.7%+20.1pp |
| Annual return | 9.46% | 18.28%-8.8pp | 3525.44%-3516.0pp | 35.65%-26.2pp |
| Employer contribution / active EE | $1,195 | $2,022-40.9% | $2,735-56.3% | $2,756-56.6% |
| Participant deferral / active EE | $2,935 | $2,927+0.3% | $4,003-26.7% | $4,299-31.7% |
| Admin fee / account holder | $13,571 | $3,690+267.8% | $4,006+238.8% | $6,940+95.5% |