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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 | $22,991 | $61,125-62.4% | $94,057-75.6% | $87,485-73.7% |
| Participation rate | 79.7% | 64.1%+15.7pp | 73.3%+6.4pp | 68.9%+10.8pp |
| Annual return | 7.41% | 35.20%-27.8pp | 480.62%-473.2pp | 26.06%-18.7pp |
| Employer contribution / active EE | $1,915 | $2,136-10.4% | $2,933-34.7% | $2,596-26.3% |
| Participant deferral / active EE | $2,618 | $3,260-19.7% | $4,709-44.4% | $4,274-38.7% |
| Admin fee / account holder | $3,262 | $5,629-42.0% | $7,244-55.0% | $7,775-58.0% |