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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 | $48,284-40.0% | $67,524-57.1% | $80,911-64.2% |
| Participation rate | 81.3% | 66.4%+14.9pp | 72.9%+8.4pp | 67.6%+13.6pp |
| Annual return | 7.80% | 18.27%-10.5pp | 3519.41%-3511.6pp | 35.63%-27.8pp |
| Employer contribution / active EE | $6,747 | $2,021+233.8% | $2,734+146.8% | $2,756+144.8% |
| Participant deferral / active EE | $1,424 | $2,927-51.4% | $4,001-64.4% | $4,297-66.9% |
| Admin fee / account holder | $1,479 | $3,688-59.9% | $4,001-63.0% | $6,935-78.7% |