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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 | $46,962 | $50,554-7.1% | $67,681-30.6% | $87,485-46.3% |
| Participation rate | 97.7% | 67.7%+30.0pp | 73.7%+24.0pp | 68.9%+28.8pp |
| Annual return | 10.57% | 17.81%-7.2pp | 590.58%-580.0pp | 26.06%-15.5pp |
| Employer contribution / active EE | $473 | $1,988-76.2% | $2,678-82.3% | $2,596-81.8% |
| Participant deferral / active EE | $1,674 | $2,961-43.5% | $3,976-57.9% | $4,274-60.8% |
| Admin fee / account holder | $901 | $4,132-78.2% | $6,100-85.2% | $7,775-88.4% |