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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 | $23,598 | $60,128-60.8% | $90,440-73.9% | $79,852-70.4% |
| Participation rate | 93.9% | 65.0%+28.9pp | 72.7%+21.2pp | 69.6%+24.3pp |
| Annual return | 5.40% | 71.95%-66.6pp | 1294.38%-1289.0pp | 31.72%-26.3pp |
| Employer contribution / active EE | $1,988 | $2,068-3.9% | $3,263-39.1% | $2,471-19.6% |
| Participant deferral / active EE | $1,185 | $2,939-59.7% | $3,964-70.1% | $3,740-68.3% |
| Admin fee / account holder | $3,050 | $3,977-23.3% | $5,615-45.7% | $5,306-42.5% |