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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 | $28,988 | $51,642-43.9% | $129,384-77.6% | $80,935-64.2% |
| Participation rate | 90.9% | 56.9%+34.0pp | 69.6%+21.3pp | 67.7%+23.2pp |
| Annual return | 8.13% | 20.78%-12.6pp | 9461.77%-9453.6pp | 35.66%-27.5pp |
| Employer contribution / active EE | $1,385 | $1,583-12.5% | $4,153-66.7% | $2,757-49.8% |
| Participant deferral / active EE | $2,749 | $2,670+3.0% | $4,166-34.0% | $4,299-36.1% |
| Admin fee / account holder | $1,312 | $4,312-69.6% | $7,686-82.9% | $6,924-81.1% |