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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 | $46,807 | $85,169-45.0% | $172,755-72.9% | $72,983-35.9% |
| Participation rate | 73.0% | 70.1%+3.0pp | 82.6%-9.6pp | 69.5%+3.5pp |
| Annual return | 4.75% | 27.32%-22.6pp | 802.94%-798.2pp | 81.01%-76.3pp |
| Employer contribution / active EE | $1,093 | $3,324-67.1% | $5,144-78.8% | $2,440-55.2% |
| Participant deferral / active EE | $2,739 | $3,260-16.0% | $5,198-47.3% | $3,608-24.1% |
| Admin fee / account holder | $1,111 | $5,880-81.1% | $13,955-92.0% | $5,124-78.3% |