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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 | $28,991 | $48,327-40.0% | $67,575-57.1% | $80,935-64.2% |
| Participation rate | 81.3% | 66.4%+14.8pp | 72.9%+8.3pp | 67.7%+13.6pp |
| Annual return | 7.80% | 18.31%-10.5pp | 3528.98%-3521.2pp | 35.66%-27.9pp |
| Employer contribution / active EE | $6,747 | $2,022+233.6% | $2,736+146.6% | $2,757+144.7% |
| Participant deferral / active EE | $1,424 | $2,927-51.4% | $4,003-64.4% | $4,299-66.9% |
| Admin fee / account holder | $1,479 | $3,692-60.0% | $3,993-63.0% | $6,924-78.6% |