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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 | $30,910 | $48,327-36.0% | $67,575-54.3% | $80,935-61.8% |
| Participation rate | 93.5% | 66.4%+27.1pp | 72.9%+20.6pp | 67.7%+25.9pp |
| Annual return | 10.62% | 18.31%-7.7pp | 3528.98%-3518.4pp | 35.66%-25.0pp |
| Employer contribution / active EE | $1,169 | $2,022-42.2% | $2,736-57.2% | $2,757-57.6% |
| Participant deferral / active EE | $2,830 | $2,927-3.3% | $4,003-29.3% | $4,299-34.2% |
| Admin fee / account holder | $650 | $3,692-82.4% | $3,993-83.7% | $6,924-90.6% |