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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 | $53,818 | $48,314+11.4% | $67,561-20.3% | $80,925-33.5% |
| Participation rate | 76.0% | 66.4%+9.6pp | 72.9%+3.1pp | 67.7%+8.3pp |
| Annual return | 9.86% | 18.28%-8.4pp | 3525.44%-3515.6pp | 35.65%-25.8pp |
| Employer contribution / active EE | $1,094 | $2,022-45.9% | $2,735-60.0% | $2,756-60.3% |
| Participant deferral / active EE | $2,232 | $2,927-23.7% | $4,003-44.2% | $4,299-48.1% |
| Admin fee / account holder | $1,457 | $3,690-60.5% | $4,006-63.6% | $6,940-79.0% |