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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 | $47,974 | $84,236-43.0% | $170,439-71.9% | $70,124-31.6% |
| Participation rate | 82.1% | 70.8%+11.3pp | 83.6%-1.5pp | 69.5%+12.6pp |
| Annual return | 9.51% | 23.06%-13.6pp | 205.94%-196.4pp | 73.14%-63.6pp |
| Employer contribution / active EE | $948 | $3,387-72.0% | $5,433-82.6% | $2,342-59.5% |
| Participant deferral / active EE | $2,602 | $3,086-15.7% | $4,939-47.3% | $3,332-21.9% |
| Admin fee / account holder | $6,885 | $5,698+20.8% | $13,881-50.4% | $4,645+48.2% |