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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 | $48,731 | $76,407-36.2% | $150,298-67.6% | $82,448-40.9% |
| Participation rate | 71.1% | 66.4%+4.7pp | 77.8%-6.7pp | 68.1%+3.0pp |
| Annual return | 10.67% | 39.99%-29.3pp | 62.79%-52.1pp | 41.64%-31.0pp |
| Employer contribution / active EE | $835 | $2,614-68.0% | $4,154-79.9% | $2,551-67.3% |
| Participant deferral / active EE | $2,393 | $3,214-25.6% | $5,453-56.1% | $4,139-42.2% |
| Admin fee / account holder | $374 | $6,352-94.1% | $14,116-97.3% | $7,234-94.8% |