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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 | $28,624 | $51,638-44.6% | $68,368-58.1% | $82,448-65.3% |
| Participation rate | 86.4% | 63.6%+22.8pp | 73.8%+12.6pp | 68.1%+18.3pp |
| Annual return | 12.97% | 37.53%-24.6pp | 292.57%-279.6pp | 41.64%-28.7pp |
| Employer contribution / active EE | $1,525 | $2,047-25.5% | $2,649-42.4% | $2,551-40.2% |
| Participant deferral / active EE | $1,611 | $2,914-44.7% | $4,123-60.9% | $4,139-61.1% |
| Admin fee / account holder | $12,586 | $4,643+171.0% | $5,150+144.4% | $7,234+74.0% |