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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 | $52,169 | $60,119-13.2% | $90,430-42.3% | $79,858-34.7% |
| Participation rate | 75.7% | 65.0%+10.7pp | 72.7%+3.0pp | 69.6%+6.0pp |
| Annual return | 3.76% | 71.94%-68.2pp | 1293.73%-1290.0pp | 31.72%-28.0pp |
| Employer contribution / active EE | $1,311 | $2,068-36.6% | $3,262-59.8% | $2,471-47.0% |
| Participant deferral / active EE | $3,034 | $2,938+3.3% | $3,963-23.4% | $3,740-18.9% |
| Admin fee / account holder | $4,279 | $3,976+7.6% | $5,613-23.8% | $5,306-19.4% |