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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 | $34,083 | $53,128-35.8% | $86,582-60.6% | $70,126-51.4% |
| Participation rate | 92.2% | 65.3%+26.9pp | 73.5%+18.6pp | 69.5%+22.6pp |
| Annual return | 11.10% | 27.66%-16.6pp | 965.08%-954.0pp | 73.15%-62.0pp |
| Employer contribution / active EE | $909 | $2,068-56.1% | $2,839-68.0% | $2,343-61.2% |
| Participant deferral / active EE | $1,766 | $2,695-34.5% | $3,609-51.1% | $3,332-47.0% |
| Admin fee / account holder | $1,022 | $3,584-71.5% | $4,904-79.2% | $4,645-78.0% |