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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 | $42,814 | $53,127-19.4% | $86,597-50.6% | $70,131-39.0% |
| Participation rate | 97.9% | 65.3%+32.6pp | 73.5%+24.4pp | 69.5%+28.4pp |
| Annual return | 11.84% | 27.66%-15.8pp | 964.96%-953.1pp | 73.14%-61.3pp |
| Employer contribution / active EE | $2,057 | $2,068-0.5% | $2,840-27.6% | $2,342-12.2% |
| Participant deferral / active EE | $1,369 | $2,696-49.2% | $3,609-62.1% | $3,332-58.9% |
| Admin fee / account holder | $952 | $3,585-73.4% | $4,906-80.6% | $4,645-79.5% |