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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 | $58,294 | $99,875-41.6% | $146,866-60.3% | $86,983-33.0% |
| Participation rate | 83.9% | 75.8%+8.1pp | 82.5%+1.4pp | 69.5%+14.3pp |
| Annual return | 11.48% | 28.10%-16.6pp | 102.85%-91.4pp | 25.83%-14.3pp |
| Employer contribution / active EE | $918 | $3,224-71.5% | $4,425-79.2% | $2,584-64.5% |
| Participant deferral / active EE | $2,539 | $6,322-59.8% | $7,759-67.3% | $4,194-39.5% |
| Admin fee / account holder | $3,582 | $7,838-54.3% | $13,620-73.7% | $7,856-54.4% |