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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 | $50,849 | $99,994-49.1% | $146,643-65.3% | $85,847-40.8% |
| Participation rate | 93.6% | 73.1%+20.6pp | 80.1%+13.5pp | 69.3%+24.3pp |
| Annual return | 9.60% | 18.93%-9.3pp | 22.75%-13.1pp | 318.61%-309.0pp |
| Employer contribution / active EE | $791 | $2,559-69.1% | $4,137-80.9% | $2,565-69.2% |
| Participant deferral / active EE | $3,486 | $4,006-13.0% | $5,506-36.7% | $3,952-11.8% |
| Admin fee / account holder | $1,772 | $7,703-77.0% | $10,280-82.8% | $6,261-71.7% |