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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 | $19,789 | $58,234-66.0% | $81,783-75.8% | $80,874-75.5% |
| Participation rate | 95.6% | 63.4%+32.1pp | 72.4%+23.2pp | 67.6%+27.9pp |
| Annual return | 8.59% | 41.70%-33.1pp | 775.05%-766.5pp | 35.62%-27.0pp |
| Employer contribution / active EE | $2,644 | $2,341+12.9% | $2,913-9.2% | $2,756-4.0% |
| Participant deferral / active EE | $1,545 | $3,283-52.9% | $4,320-64.2% | $4,297-64.1% |
| Admin fee / account holder | $414 | $4,982-91.7% | $7,380-94.4% | $6,935-94.0% |