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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 | $41,012 | $84,236-51.3% | $170,435-75.9% | $70,126-41.5% |
| Participation rate | 79.2% | 70.8%+8.3pp | 83.6%-4.4pp | 69.5%+9.6pp |
| Annual return | 12.02% | 23.06%-11.0pp | 205.94%-193.9pp | 73.15%-61.1pp |
| Employer contribution / active EE | $1,586 | $3,387-53.2% | $5,432-70.8% | $2,343-32.3% |
| Participant deferral / active EE | $2,116 | $3,086-31.4% | $4,939-57.2% | $3,332-36.5% |
| Admin fee / account holder | $814 | $5,698-85.7% | $13,881-94.1% | $4,645-82.5% |