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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 | $17,365 | $61,125-71.6% | $94,057-81.5% | $87,485-80.2% |
| Participation rate | 97.8% | 64.1%+33.7pp | 73.3%+24.4pp | 68.9%+28.8pp |
| Annual return | 11.34% | 35.20%-23.9pp | 480.62%-469.3pp | 26.06%-14.7pp |
| Employer contribution / active EE | $2,345 | $2,136+9.8% | $2,933-20.0% | $2,596-9.7% |
| Participant deferral / active EE | $2,885 | $3,260-11.5% | $4,709-38.7% | $4,274-32.5% |
| Admin fee / account holder | $5,915 | $5,629+5.1% | $7,244-18.3% | $7,775-23.9% |