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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 | $29,671 | $51,184-42.0% | $66,439-55.3% | $86,983-65.9% |
| Participation rate | 86.8% | 68.5%+18.4pp | 74.5%+12.3pp | 69.5%+17.3pp |
| Annual return | 9.99% | 17.07%-7.1pp | 757.66%-747.7pp | 25.83%-15.8pp |
| Employer contribution / active EE | $1,812 | $2,023-10.4% | $2,637-31.3% | $2,584-29.9% |
| Participant deferral / active EE | $1,812 | $2,927-38.1% | $3,876-53.3% | $4,194-56.8% |
| Admin fee / account holder | $2,817 | $4,154-32.2% | $6,173-54.4% | $7,856-64.1% |