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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 | $40,895 | $53,128-23.0% | $86,582-52.8% | $70,126-41.7% |
| Participation rate | 78.8% | 65.3%+13.5pp | 73.5%+5.3pp | 69.5%+9.3pp |
| Annual return | 12.39% | 27.66%-15.3pp | 965.08%-952.7pp | 73.15%-60.8pp |
| Employer contribution / active EE | $780 | $2,068-62.3% | $2,839-72.5% | $2,343-66.7% |
| Participant deferral / active EE | $1,871 | $2,695-30.6% | $3,609-48.2% | $3,332-43.9% |
| Admin fee / account holder | $1,731 | $3,584-51.7% | $4,904-64.7% | $4,645-62.7% |