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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 | $47,431 | $77,638-38.9% | $156,551-69.7% | $62,881-24.6% |
| Participation rate | 87.1% | 71.2%+15.9pp | 84.0%+3.1pp | 69.3%+17.8pp |
| Annual return | 2.51% | 50.33%-47.8pp | 32.23%-29.7pp | 20.14%-17.6pp |
| Employer contribution / active EE | $886 | $3,444-74.3% | $5,501-83.9% | $2,281-61.1% |
| Participant deferral / active EE | $2,631 | $3,046-13.6% | $4,871-46.0% | $3,203-17.9% |
| Admin fee / account holder | $1,421 | $5,561-74.4% | $13,028-89.1% | $4,296-66.9% |