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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 | $29,148 | $85,171-65.8% | $172,753-83.1% | $72,976-60.1% |
| Participation rate | 95.3% | 70.1%+25.3pp | 82.6%+12.7pp | 69.5%+25.9pp |
| Annual return | 4.49% | 27.32%-22.8pp | 803.00%-798.5pp | 81.02%-76.5pp |
| Employer contribution / active EE | $996 | $3,324-70.0% | $5,144-80.6% | $2,440-59.2% |
| Participant deferral / active EE | $1,069 | $3,260-67.2% | $5,198-79.4% | $3,608-70.4% |
| Admin fee / account holder | $1,695 | $5,880-71.2% | $13,956-87.9% | $5,124-66.9% |