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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 | $47,384 | $101,063-53.1% | $81,473-41.8% | $147,586-67.9% |
| Participation rate | 92.3% | 74.5%+17.9pp | 68.0%+24.4pp | 82.8%+9.5pp |
| Annual return | 2.23% | 32.41%-30.2pp | 38.78%-36.6pp | 578.59%-576.4pp |
| Employer contribution / active EE | $1,643 | $3,206-48.7% | $2,568-36.0% | $4,876-66.3% |
| Participant deferral / active EE | $2,756 | $4,242-35.0% | $3,537-22.1% | $5,439-49.3% |
| Admin fee / account holder | $1,241 | $5,812-78.7% | $4,561-72.8% | $10,886-88.6% |