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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 | $41,442 | $89,364-53.6% | $141,177-70.6% | $72,983-43.2% |
| Participation rate | 97.3% | 75.1%+22.2pp | 82.5%+14.8pp | 69.5%+27.8pp |
| Annual return | 13.66% | 111.86%-98.2pp | 71.40%-57.7pp | 81.01%-67.3pp |
| Employer contribution / active EE | $1,180 | $3,115-62.1% | $4,736-75.1% | $2,440-51.6% |
| Participant deferral / active EE | $3,949 | $5,419-27.1% | $6,710-41.1% | $3,608+9.5% |
| Admin fee / account holder | $323 | $5,959-94.6% | $10,263-96.8% | $5,124-93.7% |