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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 | $38,589 | $85,169-54.7% | $172,755-77.7% | $72,983-47.1% |
| Participation rate | 92.9% | 70.1%+22.8pp | 82.6%+10.2pp | 69.5%+23.4pp |
| Annual return | 4.71% | 27.32%-22.6pp | 802.94%-798.2pp | 81.01%-76.3pp |
| Employer contribution / active EE | $2,050 | $3,324-38.3% | $5,144-60.2% | $2,440-16.0% |
| Participant deferral / active EE | $2,051 | $3,260-37.1% | $5,198-60.5% | $3,608-43.1% |
| Admin fee / account holder | $3,776 | $5,880-35.8% | $13,955-72.9% | $5,124-26.3% |