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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 | $38,916 | $60,128-35.3% | $90,440-57.0% | $79,852-51.3% |
| Participation rate | 75.7% | 65.0%+10.7pp | 72.7%+3.0pp | 69.6%+6.0pp |
| Annual return | 5.67% | 71.95%-66.3pp | 1294.38%-1288.7pp | 31.72%-26.0pp |
| Employer contribution / active EE | $740 | $2,068-64.2% | $3,263-77.3% | $2,471-70.1% |
| Participant deferral / active EE | $2,855 | $2,939-2.8% | $3,964-28.0% | $3,740-23.7% |
| Admin fee / account holder | $2,736 | $3,977-31.2% | $5,615-51.3% | $5,306-48.4% |