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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 | $25,291 | $102,382-75.3% | $147,005-82.8% | $80,874-68.7% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.2%-7.2pp | 67.6%+7.4pp |
| Annual return | 11.26% | 134.89%-123.6pp | 418.76%-407.5pp | 35.62%-24.4pp |
| Employer contribution / active EE | $1,635 | $3,715-56.0% | $4,934-66.9% | $2,756-40.7% |
| Participant deferral / active EE | $4,024 | $6,646-39.5% | $8,070-50.1% | $4,297-6.3% |
| Admin fee / account holder | $4,634 | $7,942-41.7% | $13,006-64.4% | $6,935-33.2% |