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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 | $47,479-37.5% | $62,929-52.8% | $82,448-64.0% |
| Participation rate | 86.8% | 66.9%+20.0pp | 73.1%+13.7pp | 68.1%+18.8pp |
| Annual return | 9.99% | 20.34%-10.4pp | 1063.93%-1053.9pp | 41.64%-31.6pp |
| Employer contribution / active EE | $1,812 | $1,885-3.9% | $2,505-27.7% | $2,551-29.0% |
| Participant deferral / active EE | $1,812 | $2,870-36.9% | $3,888-53.4% | $4,139-56.2% |
| Admin fee / account holder | $2,817 | $3,804-25.9% | $5,065-44.4% | $7,234-61.1% |