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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 | $32,363 | $53,128-39.1% | $86,582-62.6% | $70,126-53.9% |
| Participation rate | 97.4% | 65.3%+32.1pp | 73.5%+23.8pp | 69.5%+27.8pp |
| Annual return | 10.73% | 27.66%-16.9pp | 965.08%-954.4pp | 73.15%-62.4pp |
| Employer contribution / active EE | $2,128 | $2,068+2.9% | $2,839-25.1% | $2,343-9.2% |
| Participant deferral / active EE | $2,218 | $2,695-17.7% | $3,609-38.5% | $3,332-33.4% |
| Admin fee / account holder | $9,320 | $3,584+160.1% | $4,904+90.0% | $4,645+100.6% |