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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 | $45,810 | $61,125-25.1% | $94,057-51.3% | $87,485-47.6% |
| Participation rate | 95.1% | 64.1%+31.0pp | 73.3%+21.7pp | 68.9%+26.1pp |
| Annual return | 5.17% | 35.20%-30.0pp | 480.62%-475.5pp | 26.06%-20.9pp |
| Employer contribution / active EE | $2,371 | $2,136+11.0% | $2,933-19.2% | $2,596-8.7% |
| Participant deferral / active EE | $3,851 | $3,260+18.1% | $4,709-18.2% | $4,274-9.9% |
| Admin fee / account holder | $500 | $5,629-91.1% | $7,244-93.1% | $7,775-93.6% |