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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 | $44,570 | $53,837-17.2% | $75,714-41.1% | $85,847-48.1% |
| Participation rate | 78.1% | 69.1%+9.1pp | 74.8%+3.3pp | 69.3%+8.8pp |
| Annual return | 5.38% | 24.54%-19.2pp | 104.62%-99.2pp | 318.61%-313.2pp |
| Employer contribution / active EE | $613 | $2,017-69.6% | $2,744-77.7% | $2,565-76.1% |
| Participant deferral / active EE | $3,049 | $2,895+5.3% | $3,820-20.2% | $3,952-22.9% |
| Admin fee / account holder | $1,771 | $3,339-47.0% | $3,619-51.1% | $6,261-71.7% |