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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 | $50,309 | $85,171-40.9% | $172,752-70.9% | $72,975-31.1% |
| Participation rate | 78.7% | 70.1%+8.7pp | 82.6%-3.9pp | 69.5%+9.2pp |
| Annual return | 14.89% | 27.32%-12.4pp | 802.97%-788.1pp | 81.01%-66.1pp |
| Employer contribution / active EE | $1,876 | $3,324-43.6% | $5,144-63.5% | $2,440-23.1% |
| Participant deferral / active EE | $1,876 | $3,260-42.4% | $5,198-63.9% | $3,608-48.0% |
| Admin fee / account holder | $411 | $5,880-93.0% | $13,955-97.1% | $5,124-92.0% |