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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 | $50,603 | $65,566-22.8% | $86,235-41.3% | $75,177-32.7% |
| Participation rate | 73.5% | 60.5%+13.0pp | 69.0%+4.5pp | 67.2%+6.3pp |
| Annual return | 0.48% | 46.07%-45.6pp | 1170.03%-1169.6pp | 160.75%-160.3pp |
| Employer contribution / active EE | $4,082 | $1,553+162.8% | $2,381+71.4% | $2,671+52.8% |
| Participant deferral / active EE | $1,511 | $3,023-50.0% | $3,987-62.1% | $4,126-63.4% |
| Admin fee / account holder | $6,484 | $5,470+18.5% | $6,856-5.4% | $5,651+14.7% |