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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 | $34,036 | $57,330-40.6% | $86,656-60.7% | $75,177-54.7% |
| Participation rate | 79.4% | 63.2%+16.2pp | 71.7%+7.7pp | 67.2%+12.2pp |
| Annual return | 7.51% | 2675.40%-2667.9pp | 593.09%-585.6pp | 160.75%-153.2pp |
| Employer contribution / active EE | $832 | $2,316-64.1% | $3,025-72.5% | $2,671-68.8% |
| Participant deferral / active EE | $1,217 | $3,320-63.3% | $4,439-72.6% | $4,126-70.5% |
| Admin fee / account holder | $2,064 | $4,115-49.9% | $5,619-63.3% | $5,651-63.5% |