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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 | $38,560 | $53,128-27.4% | $86,582-55.5% | $70,126-45.0% |
| Participation rate | 92.4% | 65.3%+27.1pp | 73.5%+18.9pp | 69.5%+22.9pp |
| Annual return | 11.83% | 27.66%-15.8pp | 965.08%-953.3pp | 73.15%-61.3pp |
| Employer contribution / active EE | $1,468 | $2,068-29.0% | $2,839-48.3% | $2,343-37.3% |
| Participant deferral / active EE | $2,397 | $2,695-11.1% | $3,609-33.6% | $3,332-28.1% |
| Admin fee / account holder | $2,618 | $3,584-27.0% | $4,904-46.6% | $4,645-43.7% |