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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 | $47,679 | $47,479+0.4% | $62,929-24.2% | $82,448-42.2% |
| Participation rate | 80.2% | 66.9%+13.4pp | 73.1%+7.1pp | 68.1%+12.2pp |
| Annual return | 11.20% | 20.34%-9.1pp | 1063.93%-1052.7pp | 41.64%-30.4pp |
| Employer contribution / active EE | $793 | $1,885-57.9% | $2,505-68.3% | $2,551-68.9% |
| Participant deferral / active EE | $1,957 | $2,870-31.8% | $3,888-49.7% | $4,139-52.7% |
| Admin fee / account holder | $9,622 | $3,804+153.0% | $5,065+90.0% | $7,234+33.0% |