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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 | $42,693 | $48,327-11.7% | $67,575-36.8% | $80,935-47.3% |
| Participation rate | 96.8% | 66.4%+30.4pp | 72.9%+23.9pp | 67.7%+29.1pp |
| Annual return | 10.47% | 18.31%-7.8pp | 3528.98%-3518.5pp | 35.66%-25.2pp |
| Employer contribution / active EE | $3,132 | $2,022+54.9% | $2,736+14.5% | $2,757+13.6% |
| Participant deferral / active EE | $2,305 | $2,927-21.3% | $4,003-42.4% | $4,299-46.4% |
| Admin fee / account holder | $596 | $3,692-83.8% | $3,993-85.1% | $6,924-91.4% |