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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 | $46,772 | $84,236-44.5% | $170,435-72.6% | $70,126-33.3% |
| Participation rate | 70.6% | 70.8%-0.2pp | 83.6%-13.0pp | 69.5%+1.0pp |
| Annual return | 11.39% | 23.06%-11.7pp | 205.94%-194.6pp | 73.15%-61.8pp |
| Employer contribution / active EE | $1,098 | $3,387-67.6% | $5,432-79.8% | $2,343-53.1% |
| Participant deferral / active EE | $1,098 | $3,086-64.4% | $4,939-77.8% | $3,332-67.0% |
| Admin fee / account holder | $418 | $5,698-92.7% | $13,881-97.0% | $4,645-91.0% |