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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 | $31,895 | $28,624+11.4% | $53,647-40.5% | $82,637-61.4% |
| Participation rate | 87.8% | 47.3%+40.5pp | 56.3%+31.5pp | 68.1%+19.8pp |
| Annual return | 13.82% | 664.98%-651.2pp | 358.33%-344.5pp | 53.51%-39.7pp |
| Employer contribution / active EE | $610 | $637-4.1% | $962-36.6% | $2,552-76.1% |
| Participant deferral / active EE | $1,149 | $1,196-4.0% | $1,813-36.7% | $4,126-72.2% |
| Admin fee / account holder | $990 | $2,022-51.0% | $2,460-59.7% | $7,339-86.5% |