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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 | $46,808 | $51,638-9.4% | $68,368-31.5% | $82,448-43.2% |
| Participation rate | 71.9% | 63.6%+8.3pp | 73.8%-1.9pp | 68.1%+3.8pp |
| Annual return | 11.35% | 37.53%-26.2pp | 292.57%-281.2pp | 41.64%-30.3pp |
| Employer contribution / active EE | $609 | $2,047-70.2% | $2,649-77.0% | $2,551-76.1% |
| Participant deferral / active EE | $2,570 | $2,914-11.8% | $4,123-37.7% | $4,139-37.9% |
| Admin fee / account holder | $3,883 | $4,643-16.4% | $5,150-24.6% | $7,234-46.3% |