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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 | $47,479+1.3% | $62,929-23.6% | $82,448-41.7% |
| Participation rate | 89.7% | 66.9%+22.8pp | 73.1%+16.5pp | 68.1%+21.6pp |
| Annual return | 9.24% | 20.34%-11.1pp | 1063.93%-1054.7pp | 41.64%-32.4pp |
| Employer contribution / active EE | $4,093 | $1,885+117.1% | $2,505+63.4% | $2,551+60.5% |
| Participant deferral / active EE | $2,576 | $2,870-10.3% | $3,888-33.8% | $4,139-37.8% |
| Admin fee / account holder | $5,711 | $3,804+50.2% | $5,065+12.8% | $7,234-21.1% |