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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 | $26,092 | $53,128-50.9% | $86,582-69.9% | $70,126-62.8% |
| Participation rate | 87.3% | 65.3%+22.0pp | 73.5%+13.8pp | 69.5%+17.8pp |
| Annual return | 12.44% | 27.66%-15.2pp | 965.08%-952.6pp | 73.15%-60.7pp |
| Employer contribution / active EE | $1,508 | $2,068-27.1% | $2,839-46.9% | $2,343-35.6% |
| Participant deferral / active EE | $1,019 | $2,695-62.2% | $3,609-71.8% | $3,332-69.4% |
| Admin fee / account holder | $5,593 | $3,584+56.1% | $4,904+14.1% | $4,645+20.4% |