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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 | $47,553 | $89,370-46.8% | $141,197-66.3% | $72,976-34.8% |
| Participation rate | 90.8% | 75.1%+15.6pp | 82.5%+8.3pp | 69.5%+21.3pp |
| Annual return | 16.17% | 111.88%-95.7pp | 71.41%-55.2pp | 81.02%-64.8pp |
| Employer contribution / active EE | $1,009 | $3,115-67.6% | $4,736-78.7% | $2,440-58.6% |
| Participant deferral / active EE | $4,270 | $5,419-21.2% | $6,710-36.4% | $3,608+18.4% |
| Admin fee / account holder | $6,043 | $5,957+1.4% | $10,265-41.1% | $5,124+17.9% |