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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 | $36,169 | $49,976-27.6% | $66,674-45.8% | $82,637-56.2% |
| Participation rate | 70.6% | 63.1%+7.5pp | 73.7%-3.1pp | 68.1%+2.5pp |
| Annual return | 6.08% | 39.09%-33.0pp | 321.24%-315.2pp | 53.51%-47.4pp |
| Employer contribution / active EE | $762 | $1,988-61.7% | $2,620-70.9% | $2,552-70.1% |
| Participant deferral / active EE | $1,018 | $2,847-64.2% | $4,084-75.1% | $4,126-75.3% |
| Admin fee / account holder | $733 | $4,594-84.1% | $5,098-85.6% | $7,339-90.0% |