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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 | $32,119 | $53,128-39.5% | $86,581-62.9% | $70,124-54.2% |
| Participation rate | 97.6% | 65.3%+32.3pp | 73.5%+24.0pp | 69.5%+28.0pp |
| Annual return | 11.27% | 27.66%-16.4pp | 965.06%-953.8pp | 73.14%-61.9pp |
| Employer contribution / active EE | $2,268 | $2,068+9.7% | $2,840-20.1% | $2,342-3.2% |
| Participant deferral / active EE | $3,075 | $2,695+14.1% | $3,609-14.8% | $3,332-7.7% |
| Admin fee / account holder | $9,687 | $3,584+170.3% | $4,904+97.5% | $4,645+108.5% |