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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 | $51,638-33.5% | $68,368-49.8% | $82,448-58.3% |
| Participation rate | 86.7% | 63.6%+23.1pp | 73.8%+12.9pp | 68.1%+18.6pp |
| Annual return | 11.86% | 37.53%-25.7pp | 292.57%-280.7pp | 41.64%-29.8pp |
| Employer contribution / active EE | $1,390 | $2,047-32.1% | $2,649-47.5% | $2,551-45.5% |
| Participant deferral / active EE | $2,546 | $2,914-12.6% | $4,123-38.3% | $4,139-38.5% |
| Admin fee / account holder | $1,378 | $4,643-70.3% | $5,150-73.2% | $7,234-81.0% |