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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 | $51,694 | $51,184+1.0% | $66,439-22.2% | $86,983-40.6% |
| Participation rate | 87.5% | 68.5%+19.0pp | 74.5%+13.0pp | 69.5%+18.0pp |
| Annual return | 8.99% | 17.07%-8.1pp | 757.66%-748.7pp | 25.83%-16.8pp |
| Employer contribution / active EE | $1,103 | $2,023-45.5% | $2,637-58.2% | $2,584-57.3% |
| Participant deferral / active EE | $2,145 | $2,927-26.7% | $3,876-44.7% | $4,194-48.9% |
| Admin fee / account holder | $2,349 | $4,154-43.5% | $6,173-61.9% | $7,856-70.1% |