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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 | $36,684 | $85,766-57.2% | $136,298-73.1% | $70,126-47.7% |
| Participation rate | 95.5% | 74.2%+21.3pp | 81.9%+13.5pp | 69.5%+25.9pp |
| Annual return | 12.55% | 31.46%-18.9pp | 5156.27%-5143.7pp | 73.15%-60.6pp |
| Employer contribution / active EE | $1,283 | $2,966-56.8% | $4,696-72.7% | $2,343-45.2% |
| Participant deferral / active EE | $4,051 | $5,051-19.8% | $6,247-35.2% | $3,332+21.6% |
| Admin fee / account holder | $1,714 | $5,421-68.4% | $9,244-81.5% | $4,645-63.1% |