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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 | $63,749 | $110,337-42.2% | $102,383-37.7% | $145,877-56.3% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 4.81% | 24.83%-20.0pp | 24.94%-20.1pp | 551.28%-546.5pp |
| Employer contribution / active EE | $1,721 | $4,216-59.2% | $3,870-55.5% | $4,663-63.1% |
| Participant deferral / active EE | $3,721 | $5,621-33.8% | $5,060-26.5% | $6,691-44.4% |
| Admin fee / account holder | $3,349 | $9,750-65.7% | $8,391-60.1% | $13,402-75.0% |