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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 | $34,353 | $61,125-43.8% | $94,057-63.5% | $87,485-60.7% |
| Participation rate | 86.7% | 64.1%+22.6pp | 73.3%+13.3pp | 68.9%+17.7pp |
| Annual return | 11.86% | 35.20%-23.3pp | 480.62%-468.8pp | 26.06%-14.2pp |
| Employer contribution / active EE | $1,390 | $2,136-34.9% | $2,933-52.6% | $2,596-46.5% |
| Participant deferral / active EE | $2,546 | $3,260-21.9% | $4,709-45.9% | $4,274-40.4% |
| Admin fee / account holder | $1,378 | $5,629-75.5% | $7,244-81.0% | $7,775-82.3% |