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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 | $51,638-55.5% | $68,368-66.4% | $82,448-72.1% |
| Participation rate | 79.7% | 63.6%+16.1pp | 73.8%+6.0pp | 68.1%+11.7pp |
| Annual return | 7.41% | 37.53%-30.1pp | 292.57%-285.2pp | 41.64%-34.2pp |
| Employer contribution / active EE | $1,915 | $2,047-6.4% | $2,649-27.7% | $2,551-24.9% |
| Participant deferral / active EE | $2,618 | $2,914-10.1% | $4,123-36.5% | $4,139-36.8% |
| Admin fee / account holder | $3,262 | $4,643-29.8% | $5,150-36.7% | $7,234-54.9% |