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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 | $38,271 | $110,379-65.3% | $102,412-62.6% | $145,884-73.8% |
| Participation rate | 82.4% | 77.9%+4.4pp | 74.5%+7.8pp | 80.3%+2.1pp |
| Annual return | 5.08% | 24.84%-19.8pp | 24.94%-19.9pp | 551.85%-546.8pp |
| Employer contribution / active EE | $1,410 | $4,216-66.5% | $3,870-63.6% | $4,662-69.7% |
| Participant deferral / active EE | $4,297 | $5,622-23.6% | $5,060-15.1% | $6,690-35.8% |
| Admin fee / account holder | $23,516 | $9,745+141.3% | $8,388+180.4% | $13,392+75.6% |