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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 | $49,408 | $77,920-36.6% | $149,723-67.0% | $75,177-34.3% |
| Participation rate | 77.8% | 65.6%+12.2pp | 78.8%-1.0pp | 67.2%+10.6pp |
| Annual return | 12.40% | 31.72%-19.3pp | 134.50%-122.1pp | 160.75%-148.3pp |
| Employer contribution / active EE | $5,534 | $3,138+76.4% | $4,821+14.8% | $2,671+107.2% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,244 | $5,951-62.3% | $13,215-83.0% | $5,651-60.3% |