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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 | $30,002 | $85,766-65.0% | $136,297-78.0% | $70,124-57.2% |
| Participation rate | 93.5% | 74.2%+19.3pp | 81.9%+11.6pp | 69.5%+23.9pp |
| Annual return | 12.78% | 31.45%-18.7pp | 5156.19%-5143.4pp | 73.14%-60.4pp |
| Employer contribution / active EE | $2,038 | $2,966-31.3% | $4,696-56.6% | $2,342-13.0% |
| Participant deferral / active EE | $4,265 | $5,051-15.6% | $6,247-31.7% | $3,332+28.0% |
| Admin fee / account holder | $1,026 | $5,420-81.1% | $9,244-88.9% | $4,645-77.9% |