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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 | $35,143 | $85,171-58.7% | $172,752-79.7% | $72,975-51.8% |
| Participation rate | 94.3% | 70.1%+24.2pp | 82.6%+11.6pp | 69.5%+24.8pp |
| Annual return | 6.57% | 27.32%-20.8pp | 802.97%-796.4pp | 81.01%-74.4pp |
| Employer contribution / active EE | $1,990 | $3,324-40.1% | $5,144-61.3% | $2,440-18.5% |
| Participant deferral / active EE | $1,818 | $3,260-44.2% | $5,198-65.0% | $3,608-49.6% |
| Admin fee / account holder | $1,922 | $5,880-67.3% | $13,955-86.2% | $5,124-62.5% |