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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 | $41,043 | $85,171-51.8% | $172,753-76.2% | $72,976-43.8% |
| Participation rate | 75.6% | 70.1%+5.5pp | 82.6%-7.1pp | 69.5%+6.1pp |
| Annual return | 6.11% | 27.32%-21.2pp | 803.00%-796.9pp | 81.02%-74.9pp |
| Employer contribution / active EE | $1,809 | $3,324-45.6% | $5,144-64.8% | $2,440-25.9% |
| Participant deferral / active EE | $3,445 | $3,260+5.7% | $5,198-33.7% | $3,608-4.5% |
| Admin fee / account holder | $2,636 | $5,880-55.2% | $13,956-81.1% | $5,124-48.6% |