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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 | $48,011-2.2% | $63,803-26.4% | $82,637-43.2% |
| Participation rate | 97.7% | 66.6%+31.1pp | 72.7%+25.0pp | 68.1%+29.6pp |
| Annual return | 10.57% | 19.84%-9.3pp | 543.72%-533.1pp | 53.51%-42.9pp |
| Employer contribution / active EE | $473 | $1,904-75.1% | $2,532-81.3% | $2,552-81.5% |
| Participant deferral / active EE | $1,674 | $2,846-41.2% | $3,843-56.4% | $4,126-59.4% |
| Admin fee / account holder | $901 | $3,873-76.7% | $5,196-82.7% | $7,339-87.7% |