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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 | $49,450 | $78,670-37.1% | $109,173-54.7% | $85,847-42.4% |
| Participation rate | 84.2% | 68.3%+15.9pp | 75.9%+8.3pp | 69.3%+14.9pp |
| Annual return | 10.52% | 25.09%-14.6pp | 25.75%-15.2pp | 318.61%-308.1pp |
| Employer contribution / active EE | $1,538 | $2,734-43.8% | $3,723-58.7% | $2,565-40.1% |
| Participant deferral / active EE | $1,945 | $3,467-43.9% | $4,654-58.2% | $3,952-50.8% |
| Admin fee / account holder | $532 | $5,469-90.3% | $6,755-92.1% | $6,261-91.5% |