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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 | $39,170 | $48,277-18.9% | $67,511-42.0% | $80,874-51.6% |
| Participation rate | 96.0% | 66.4%+29.6pp | 72.9%+23.1pp | 67.6%+28.4pp |
| Annual return | 8.76% | 18.27%-9.5pp | 3517.41%-3508.6pp | 35.62%-26.9pp |
| Employer contribution / active EE | $3,326 | $2,021+64.6% | $2,733+21.7% | $2,756+20.7% |
| Participant deferral / active EE | $3,842 | $2,926+31.3% | $4,000-4.0% | $4,297-10.6% |
| Admin fee / account holder | $316 | $3,687-91.4% | $3,999-92.1% | $6,935-95.4% |