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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 | $43,887 | $84,236-47.9% | $170,435-74.2% | $70,126-37.4% |
| Participation rate | 81.5% | 70.8%+10.7pp | 83.6%-2.1pp | 69.5%+11.9pp |
| Annual return | 5.74% | 23.06%-17.3pp | 205.94%-200.2pp | 73.15%-67.4pp |
| Employer contribution / active EE | $487 | $3,387-85.6% | $5,432-91.0% | $2,343-79.2% |
| Participant deferral / active EE | $2,606 | $3,086-15.6% | $4,939-47.2% | $3,332-21.8% |
| Admin fee / account holder | $21,949 | $5,698+285.2% | $13,881+58.1% | $4,645+372.5% |