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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 | $33,436 | $47,479-29.6% | $62,929-46.9% | $82,448-59.4% |
| Participation rate | 72.1% | 66.9%+5.3pp | 73.1%-1.0pp | 68.1%+4.1pp |
| Annual return | 10.88% | 20.34%-9.5pp | 1063.93%-1053.0pp | 41.64%-30.8pp |
| Employer contribution / active EE | $704 | $1,885-62.7% | $2,505-71.9% | $2,551-72.4% |
| Participant deferral / active EE | $1,492 | $2,870-48.0% | $3,888-61.6% | $4,139-64.0% |
| Admin fee / account holder | $2,548 | $3,804-33.0% | $5,065-49.7% | $7,234-64.8% |