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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 | $31,628 | $51,631-38.7% | $129,397-75.6% | $80,925-60.9% |
| Participation rate | 92.2% | 56.9%+35.2pp | 69.6%+22.5pp | 67.7%+24.5pp |
| Annual return | 11.09% | 20.77%-9.7pp | 9453.98%-9442.9pp | 35.65%-24.6pp |
| Employer contribution / active EE | $1,150 | $1,583-27.3% | $4,154-72.3% | $2,756-58.3% |
| Participant deferral / active EE | $2,448 | $2,670-8.3% | $4,167-41.2% | $4,299-43.0% |
| Admin fee / account holder | $340 | $4,309-92.1% | $7,679-95.6% | $6,940-95.1% |