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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 | $40,582 | $68,097-40.4% | $62,929-35.5% | $137,256-70.4% |
| Participation rate | 84.2% | 77.4%+6.8pp | 73.1%+11.1pp | 80.0%+4.3pp |
| Annual return | 8.62% | 1859.11%-1850.5pp | 1063.93%-1055.3pp | 220.34%-211.7pp |
| Employer contribution / active EE | $745 | $2,811-73.5% | $2,505-70.3% | $4,156-82.1% |
| Participant deferral / active EE | $2,607 | $4,553-42.7% | $3,888-32.9% | $6,407-59.3% |
| Admin fee / account holder | $5,613 | $6,521-13.9% | $5,065+10.8% | $12,270-54.3% |