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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 | $32,118 | $85,169-62.3% | $172,755-81.4% | $72,983-56.0% |
| Participation rate | 94.3% | 70.1%+24.3pp | 82.6%+11.7pp | 69.5%+24.9pp |
| Annual return | 15.43% | 27.32%-11.9pp | 802.94%-787.5pp | 81.01%-65.6pp |
| Employer contribution / active EE | $2,427 | $3,324-27.0% | $5,144-52.8% | $2,440-0.5% |
| Participant deferral / active EE | $1,400 | $3,260-57.1% | $5,198-73.1% | $3,608-61.2% |
| Admin fee / account holder | $808 | $5,880-86.3% | $13,955-94.2% | $5,124-84.2% |