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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 | $53,059 | $35,183+50.8% | $73,550-27.9% | $70,126-24.3% |
| Participation rate | 80.8% | 42.9%+37.8pp | 54.9%+25.8pp | 69.5%+11.2pp |
| Annual return | 8.84% | 26.90%-18.1pp | -15.16%+24.0pp | 73.15%-64.3pp |
| Employer contribution / active EE | $1,447 | $709+104.2% | $1,219+18.7% | $2,343-38.2% |
| Participant deferral / active EE | $3,395 | $1,220+178.3% | $1,804+88.2% | $3,332+1.9% |
| Admin fee / account holder | $842 | $2,302-63.4% | $2,320-63.7% | $4,645-81.9% |