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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 | $51,606-43.8% | $129,339-77.6% | $80,911-64.2% |
| Participation rate | 90.9% | 57.0%+33.9pp | 69.6%+21.3pp | 67.6%+23.3pp |
| Annual return | 8.13% | 20.76%-12.6pp | 9437.05%-9428.9pp | 35.63%-27.5pp |
| Employer contribution / active EE | $1,385 | $1,582-12.5% | $4,154-66.7% | $2,756-49.8% |
| Participant deferral / active EE | $2,749 | $2,669+3.0% | $4,170-34.1% | $4,297-36.0% |
| Admin fee / account holder | $1,312 | $4,310-69.6% | $7,668-82.9% | $6,935-81.1% |