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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 | $40,613 | $50,554-19.7% | $67,681-40.0% | $87,485-53.6% |
| Participation rate | 75.0% | 67.7%+7.3pp | 73.7%+1.3pp | 68.9%+6.1pp |
| Annual return | 8.33% | 17.81%-9.5pp | 590.58%-582.3pp | 26.06%-17.7pp |
| Employer contribution / active EE | $1,523 | $1,988-23.4% | $2,678-43.2% | $2,596-41.4% |
| Participant deferral / active EE | $1,712 | $2,961-42.2% | $3,976-56.9% | $4,274-59.9% |
| Admin fee / account holder | $381 | $4,132-90.8% | $6,100-93.8% | $7,775-95.1% |