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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 | $23,859 | $49,976-52.3% | $66,674-64.2% | $82,637-71.1% |
| Participation rate | 89.9% | 63.1%+26.8pp | 73.7%+16.2pp | 68.1%+21.8pp |
| Annual return | 12.71% | 39.09%-26.4pp | 321.24%-308.5pp | 53.51%-40.8pp |
| Employer contribution / active EE | $2,104 | $1,988+5.8% | $2,620-19.7% | $2,552-17.6% |
| Participant deferral / active EE | $1,894 | $2,847-33.5% | $4,084-53.6% | $4,126-54.1% |
| Admin fee / account holder | $3,553 | $4,594-22.6% | $5,098-30.3% | $7,339-51.6% |