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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 | $46,554 | $48,011-3.0% | $63,803-27.0% | $82,637-43.7% |
| Participation rate | 91.4% | 66.6%+24.9pp | 72.7%+18.7pp | 68.1%+23.4pp |
| Annual return | 10.55% | 19.84%-9.3pp | 543.72%-533.2pp | 53.51%-43.0pp |
| Employer contribution / active EE | $5,805 | $1,904+204.9% | $2,532+129.2% | $2,552+127.4% |
| Participant deferral / active EE | $3,133 | $2,846+10.1% | $3,843-18.5% | $4,126-24.1% |
| Admin fee / account holder | $1,524 | $3,873-60.6% | $5,196-70.7% | $7,339-79.2% |