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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 | $19,048 | $47,479-59.9% | $62,929-69.7% | $82,448-76.9% |
| Participation rate | 89.2% | 66.9%+22.3pp | 73.1%+16.1pp | 68.1%+21.1pp |
| Annual return | 9.56% | 20.34%-10.8pp | 1063.93%-1054.4pp | 41.64%-32.1pp |
| Employer contribution / active EE | $1,253 | $1,885-33.5% | $2,505-50.0% | $2,551-50.9% |
| Participant deferral / active EE | $1,204 | $2,870-58.0% | $3,888-69.0% | $4,139-70.9% |
| Admin fee / account holder | $5,251 | $3,804+38.1% | $5,065+3.7% | $7,234-27.4% |