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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 | $21,618 | $53,128-59.3% | $86,582-75.0% | $70,126-69.2% |
| Participation rate | 97.2% | 65.3%+31.9pp | 73.5%+23.7pp | 69.5%+27.7pp |
| Annual return | 4.68% | 27.66%-23.0pp | 965.08%-960.4pp | 73.15%-68.5pp |
| Employer contribution / active EE | $1,717 | $2,068-17.0% | $2,839-39.5% | $2,343-26.7% |
| Participant deferral / active EE | $1,810 | $2,695-32.8% | $3,609-49.8% | $3,332-45.7% |
| Admin fee / account holder | $5,059 | $3,584+41.2% | $4,904+3.2% | $4,645+8.9% |