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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 | $61,125-23.4% | $94,057-50.2% | $87,485-46.5% |
| Participation rate | 71.9% | 64.1%+7.8pp | 73.3%-1.5pp | 68.9%+2.9pp |
| Annual return | 11.35% | 35.20%-23.8pp | 480.62%-469.3pp | 26.06%-14.7pp |
| Employer contribution / active EE | $609 | $2,136-71.5% | $2,933-79.2% | $2,596-76.5% |
| Participant deferral / active EE | $2,570 | $3,260-21.2% | $4,709-45.4% | $4,274-39.9% |
| Admin fee / account holder | $3,883 | $5,629-31.0% | $7,244-46.4% | $7,775-50.1% |