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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 | $33,131 | $85,766-61.4% | $136,298-75.7% | $70,126-52.8% |
| Participation rate | 96.8% | 74.2%+22.6pp | 81.9%+14.9pp | 69.5%+27.2pp |
| Annual return | 13.40% | 31.46%-18.1pp | 5156.27%-5142.9pp | 73.15%-59.7pp |
| Employer contribution / active EE | $1,068 | $2,966-64.0% | $4,696-77.3% | $2,343-54.4% |
| Participant deferral / active EE | $3,755 | $5,051-25.7% | $6,247-39.9% | $3,332+12.7% |
| Admin fee / account holder | $857 | $5,421-84.2% | $9,244-90.7% | $4,645-81.5% |