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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 | $24,031 | $77,164-68.9% | $178,014-86.5% | $80,874-70.3% |
| Participation rate | 96.8% | 65.7%+31.1pp | 77.1%+19.7pp | 67.6%+29.1pp |
| Annual return | 9.22% | 18.09%-8.9pp | 294.80%-285.6pp | 35.62%-26.4pp |
| Employer contribution / active EE | $1,797 | $2,288-21.5% | $3,950-54.5% | $2,756-34.8% |
| Participant deferral / active EE | $2,096 | $4,408-52.5% | $6,276-66.6% | $4,297-51.2% |
| Admin fee / account holder | $3,061 | $7,164-57.3% | $10,362-70.5% | $6,935-55.9% |