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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 | $47,702 | $103,038-53.7% | $90,324-47.2% | $152,909-68.8% |
| Participation rate | 85.7% | 75.9%+9.8pp | 73.3%+12.4pp | 82.5%+3.3pp |
| Annual return | 6.76% | 95.25%-88.5pp | 78.15%-71.4pp | 345.46%-338.7pp |
| Employer contribution / active EE | $1,163 | $3,141-63.0% | $2,856-59.3% | $4,764-75.6% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,591 | $6,177-58.1% | $5,356-51.6% | $11,601-77.7% |