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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 | $34,934 | $70,366-50.4% | $66,674-47.6% | $138,895-74.8% |
| Participation rate | 95.0% | 76.2%+18.8pp | 73.7%+21.3pp | 79.9%+15.1pp |
| Annual return | 12.22% | 386.41%-374.2pp | 321.24%-309.0pp | 145.39%-133.2pp |
| Employer contribution / active EE | $2,154 | $2,765-22.1% | $2,620-17.8% | $4,194-48.6% |
| Participant deferral / active EE | $1,765 | $4,374-59.6% | $4,084-56.8% | $6,396-72.4% |
| Admin fee / account holder | $1,583 | $5,262-69.9% | $5,098-68.9% | $12,562-87.4% |