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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 | $49,016 | $71,230-31.2% | $93,727-47.7% | $80,959-39.5% |
| Participation rate | 70.7% | 60.4%+10.3pp | 68.7%+2.0pp | 67.7%+3.1pp |
| Annual return | 7.42% | 11.26%-3.8pp | 133.83%-126.4pp | 35.67%-28.2pp |
| Employer contribution / active EE | $2,137 | $1,565+36.5% | $2,421-11.7% | $2,757-22.5% |
| Participant deferral / active EE | $3,073 | $4,037-23.9% | $4,417-30.4% | $4,300-28.5% |
| Admin fee / account holder | $660 | $6,961-90.5% | $8,292-92.0% | $6,925-90.5% |