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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 | $35,276 | $86,298-59.1% | $111,308-68.3% | $85,847-58.9% |
| Participation rate | 71.8% | 73.3%-1.5pp | 77.3%-5.5pp | 69.3%+2.5pp |
| Annual return | 10.23% | 19.99%-9.8pp | 54.67%-44.4pp | 318.61%-308.4pp |
| Employer contribution / active EE | $1,449 | $2,044-29.1% | $2,732-46.9% | $2,565-43.5% |
| Participant deferral / active EE | $3,298 | $3,641-9.4% | $4,487-26.5% | $3,952-16.5% |
| Admin fee / account holder | $689 | $8,189-91.6% | $7,965-91.3% | $6,261-89.0% |