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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 | $48,097 | $50,554-4.9% | $67,681-28.9% | $87,485-45.0% |
| Participation rate | 89.7% | 67.7%+21.9pp | 73.7%+15.9pp | 68.9%+20.7pp |
| Annual return | 9.24% | 17.81%-8.6pp | 590.58%-581.3pp | 26.06%-16.8pp |
| Employer contribution / active EE | $4,093 | $1,988+105.8% | $2,678+52.8% | $2,596+57.7% |
| Participant deferral / active EE | $2,576 | $2,961-13.0% | $3,976-35.2% | $4,274-39.7% |
| Admin fee / account holder | $5,711 | $4,132+38.2% | $6,100-6.4% | $7,775-26.5% |