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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 | $33,387 | $53,128-37.2% | $86,582-61.4% | $70,126-52.4% |
| Participation rate | 85.7% | 65.3%+20.4pp | 73.5%+12.2pp | 69.5%+16.2pp |
| Annual return | 12.12% | 27.66%-15.5pp | 965.08%-953.0pp | 73.15%-61.0pp |
| Employer contribution / active EE | $3,835 | $2,068+85.4% | $2,839+35.0% | $2,343+63.7% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,937 | $3,584-18.0% | $4,904-40.1% | $4,645-36.8% |