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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 | $44,060 | $63,346-30.4% | $92,240-52.2% | $70,126-37.2% |
| Participation rate | 71.9% | 68.7%+3.2pp | 76.5%-4.6pp | 69.5%+2.3pp |
| Annual return | 11.34% | 530.19%-518.9pp | 176.29%-165.0pp | 73.15%-61.8pp |
| Employer contribution / active EE | $1,336 | $2,471-45.9% | $3,680-63.7% | $2,343-43.0% |
| Participant deferral / active EE | $2,042 | $2,854-28.5% | $3,897-47.6% | $3,332-38.7% |
| Admin fee / account holder | $1,799 | $3,841-53.1% | $5,194-65.4% | $4,645-61.3% |