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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 | $86,050-43.4% | $189,758-74.3% | $94,015-48.2% |
| Participation rate | 71.1% | 68.9%+2.2pp | 79.8%-8.7pp | 70.8%+0.2pp |
| Annual return | 10.67% | 17.77%-7.1pp | 52.62%-42.0pp | 17.84%-7.2pp |
| Employer contribution / active EE | $835 | $2,819-70.4% | $4,767-82.5% | $2,790-70.1% |
| Participant deferral / active EE | $2,393 | $3,349-28.5% | $5,856-59.1% | $4,249-43.7% |
| Admin fee / account holder | $374 | $6,627-94.4% | $20,388-98.2% | $8,951-95.8% |