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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 | $38,489 | $85,169-54.8% | $172,755-77.7% | $72,983-47.3% |
| Participation rate | 83.7% | 70.1%+13.6pp | 82.6%+1.0pp | 69.5%+14.2pp |
| Annual return | 4.71% | 27.32%-22.6pp | 802.94%-798.2pp | 81.01%-76.3pp |
| Employer contribution / active EE | $1,003 | $3,324-69.8% | $5,144-80.5% | $2,440-58.9% |
| Participant deferral / active EE | $2,798 | $3,260-14.2% | $5,198-46.2% | $3,608-22.5% |
| Admin fee / account holder | $7,348 | $5,880+25.0% | $13,955-47.3% | $5,124+43.4% |