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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 | $32,348 | $53,127-39.1% | $86,597-62.6% | $70,131-53.9% |
| Participation rate | 93.1% | 65.3%+27.8pp | 73.5%+19.6pp | 69.5%+23.6pp |
| Annual return | 9.33% | 27.66%-18.3pp | 964.96%-955.6pp | 73.14%-63.8pp |
| Employer contribution / active EE | $1,616 | $2,068-21.9% | $2,840-43.1% | $2,342-31.0% |
| Participant deferral / active EE | $3,212 | $2,696+19.2% | $3,609-11.0% | $3,332-3.6% |
| Admin fee / account holder | $1,693 | $3,585-52.8% | $4,906-65.5% | $4,645-63.6% |