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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 | $43,860 | $81,208-46.0% | $98,916-55.7% | $79,858-45.1% |
| Participation rate | 91.2% | 72.5%+18.7pp | 76.0%+15.1pp | 69.6%+21.5pp |
| Annual return | 4.32% | 60.99%-56.7pp | 196.45%-192.1pp | 31.72%-27.4pp |
| Employer contribution / active EE | $882 | $1,960-55.0% | $2,689-67.2% | $2,471-64.3% |
| Participant deferral / active EE | $2,238 | $3,265-31.4% | $4,245-47.3% | $3,740-40.2% |
| Admin fee / account holder | $10,079 | $6,013+67.6% | $6,642+51.7% | $5,306+89.9% |