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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 | $44,347 | $89,367-50.4% | $141,191-68.6% | $72,975-39.2% |
| Participation rate | 72.7% | 75.1%-2.4pp | 82.5%-9.7pp | 69.5%+3.2pp |
| Annual return | 16.81% | 111.87%-95.1pp | 71.41%-54.6pp | 81.01%-64.2pp |
| Employer contribution / active EE | $5,131 | $3,115+64.7% | $4,736+8.3% | $2,440+110.3% |
| Participant deferral / active EE | $3,310 | $5,419-38.9% | $6,710-50.7% | $3,608-8.2% |
| Admin fee / account holder | $1,963 | $5,957-67.0% | $10,264-80.9% | $5,124-61.7% |