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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 | $70,121-42.1% | $63,803-36.4% | $138,895-70.8% |
| Participation rate | 84.2% | 77.2%+7.0pp | 72.7%+11.5pp | 79.9%+4.3pp |
| Annual return | 8.62% | 946.48%-937.9pp | 543.72%-535.1pp | 145.39%-136.8pp |
| Employer contribution / active EE | $745 | $2,882-74.2% | $2,532-70.6% | $4,194-82.2% |
| Participant deferral / active EE | $2,607 | $4,535-42.5% | $3,843-32.2% | $6,396-59.2% |
| Admin fee / account holder | $5,613 | $6,738-16.7% | $5,196+8.0% | $12,562-55.3% |