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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 | $43,203 | $104,694-58.7% | $85,709-49.6% | $167,536-74.2% |
| Participation rate | 95.0% | 76.4%+18.6pp | 69.9%+25.1pp | 82.1%+12.9pp |
| Annual return | 5.67% | 21.45%-15.8pp | 21.49%-15.8pp | 478.82%-473.1pp |
| Employer contribution / active EE | $1,740 | $3,337-47.9% | $2,619-33.6% | $4,839-64.0% |
| Participant deferral / active EE | $2,722 | $4,826-43.6% | $3,924-30.6% | $6,342-57.1% |
| Admin fee / account holder | $20,838 | $10,035+107.7% | $6,876+203.1% | $12,315+69.2% |