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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 | $30,145 | $47,479-36.5% | $62,929-52.1% | $82,448-63.4% |
| Participation rate | 97.4% | 66.9%+30.5pp | 73.1%+24.3pp | 68.1%+29.3pp |
| Annual return | 9.48% | 20.34%-10.9pp | 1063.93%-1054.4pp | 41.64%-32.2pp |
| Employer contribution / active EE | $1,466 | $1,885-22.2% | $2,505-41.5% | $2,551-42.5% |
| Participant deferral / active EE | $908 | $2,870-68.4% | $3,888-76.7% | $4,139-78.1% |
| Admin fee / account holder | $878 | $3,804-76.9% | $5,065-82.7% | $7,234-87.9% |