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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 | $48,374 | $85,171-43.2% | $172,753-72.0% | $72,976-33.7% |
| Participation rate | 80.6% | 70.1%+10.5pp | 82.6%-2.1pp | 69.5%+11.1pp |
| Annual return | 15.49% | 27.32%-11.8pp | 803.00%-787.5pp | 81.02%-65.5pp |
| Employer contribution / active EE | $1,283 | $3,324-61.4% | $5,144-75.1% | $2,440-47.4% |
| Participant deferral / active EE | $3,251 | $3,260-0.3% | $5,198-37.4% | $3,608-9.9% |
| Admin fee / account holder | $23,784 | $5,880+304.5% | $13,956+70.4% | $5,124+364.2% |