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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 | $59,950 | $85,766-30.1% | $136,298-56.0% | $70,126-14.5% |
| Participation rate | 78.0% | 74.2%+3.8pp | 81.9%-4.0pp | 69.5%+8.4pp |
| Annual return | 13.62% | 31.46%-17.8pp | 5156.27%-5142.6pp | 73.15%-59.5pp |
| Employer contribution / active EE | $1,271 | $2,966-57.1% | $4,696-72.9% | $2,343-45.7% |
| Participant deferral / active EE | $4,465 | $5,051-11.6% | $6,247-28.5% | $3,332+34.0% |
| Admin fee / account holder | $3,153 | $5,421-41.8% | $9,244-65.9% | $4,645-32.1% |