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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 | $48,950 | $77,164-36.6% | $178,014-72.5% | $80,874-39.5% |
| Participation rate | 84.9% | 65.7%+19.2pp | 77.1%+7.8pp | 67.6%+17.3pp |
| Annual return | 9.22% | 18.09%-8.9pp | 294.80%-285.6pp | 35.62%-26.4pp |
| Employer contribution / active EE | $1,542 | $2,288-32.6% | $3,950-61.0% | $2,756-44.0% |
| Participant deferral / active EE | $4,219 | $4,408-4.3% | $6,276-32.8% | $4,297-1.8% |
| Admin fee / account holder | $2,774 | $7,164-61.3% | $10,362-73.2% | $6,935-60.0% |