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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 | $47,438 | $85,766-44.7% | $136,298-65.2% | $70,126-32.4% |
| Participation rate | 73.8% | 74.2%-0.3pp | 81.9%-8.1pp | 69.5%+4.3pp |
| Annual return | 11.20% | 31.46%-20.3pp | 5156.27%-5145.1pp | 73.15%-62.0pp |
| Employer contribution / active EE | $837 | $2,966-71.8% | $4,696-82.2% | $2,343-64.3% |
| Participant deferral / active EE | $2,628 | $5,051-48.0% | $6,247-57.9% | $3,332-21.1% |
| Admin fee / account holder | $3,011 | $5,421-44.5% | $9,244-67.4% | $4,645-35.2% |