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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 | $40,717 | $51,638-21.1% | $68,368-40.4% | $82,448-50.6% |
| Participation rate | 86.0% | 63.6%+22.4pp | 73.8%+12.2pp | 68.1%+17.9pp |
| Annual return | 13.04% | 37.53%-24.5pp | 292.57%-279.5pp | 41.64%-28.6pp |
| Employer contribution / active EE | $978 | $2,047-52.2% | $2,649-63.1% | $2,551-61.7% |
| Participant deferral / active EE | $925 | $2,914-68.2% | $4,123-77.6% | $4,139-77.6% |
| Admin fee / account holder | $1,403 | $4,643-69.8% | $5,150-72.7% | $7,234-80.6% |