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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 | $39,466 | $103,038-61.7% | $90,324-56.3% | $152,909-74.2% |
| Participation rate | 95.2% | 75.9%+19.4pp | 73.3%+22.0pp | 82.5%+12.8pp |
| Annual return | 5.57% | 95.25%-89.7pp | 78.15%-72.6pp | 345.46%-339.9pp |
| Employer contribution / active EE | $3,434 | $3,141+9.3% | $2,856+20.3% | $4,764-27.9% |
| Participant deferral / active EE | $8,014 | $4,282+87.1% | $3,885+106.2% | $5,851+37.0% |
| Admin fee / account holder | $457 | $6,177-92.6% | $5,356-91.5% | $11,601-96.1% |