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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 | $47,368 | $84,236-43.8% | $170,435-72.2% | $70,126-32.5% |
| Participation rate | 74.4% | 70.8%+3.5pp | 83.6%-9.2pp | 69.5%+4.8pp |
| Annual return | 8.16% | 23.06%-14.9pp | 205.94%-197.8pp | 73.15%-65.0pp |
| Employer contribution / active EE | $780 | $3,387-77.0% | $5,432-85.6% | $2,343-66.7% |
| Participant deferral / active EE | $1,305 | $3,086-57.7% | $4,939-73.6% | $3,332-60.8% |
| Admin fee / account holder | $4,746 | $5,698-16.7% | $13,881-65.8% | $4,645+2.2% |