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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 | $48,910 | $47,479+3.0% | $62,929-22.3% | $82,448-40.7% |
| Participation rate | 84.2% | 66.9%+17.3pp | 73.1%+11.1pp | 68.1%+16.1pp |
| Annual return | 11.33% | 20.34%-9.0pp | 1063.93%-1052.6pp | 41.64%-30.3pp |
| Employer contribution / active EE | $1,041 | $1,885-44.8% | $2,505-58.4% | $2,551-59.2% |
| Participant deferral / active EE | $1,563 | $2,870-45.6% | $3,888-59.8% | $4,139-62.2% |
| Admin fee / account holder | $1,426 | $3,804-62.5% | $5,065-71.8% | $7,234-80.3% |