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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 | $31,770 | $51,202-38.0% | $70,548-55.0% | $75,181-57.7% |
| Participation rate | 79.3% | 61.0%+18.4pp | 68.3%+11.0pp | 67.2%+12.1pp |
| Annual return | 7.82% | 30.05%-22.2pp | 32.78%-25.0pp | 160.69%-152.9pp |
| Employer contribution / active EE | $3,633 | $1,827+98.9% | $2,975+22.1% | $2,671+36.0% |
| Participant deferral / active EE | $0 | $2,850-100.0% | $4,567-100.0% | $4,126-100.0% |
| Admin fee / account holder | $418 | $4,094-89.8% | $6,424-93.5% | $5,650-92.6% |