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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 | $30,223 | $48,053-37.1% | $84,628-64.3% | $72,975-58.6% |
| Participation rate | 77.4% | 57.6%+19.8pp | 68.2%+9.2pp | 69.5%+7.9pp |
| Annual return | 4.58% | 37.39%-32.8pp | 258.80%-254.2pp | 81.01%-76.4pp |
| Employer contribution / active EE | $638 | $1,602-60.2% | $2,653-76.0% | $2,440-73.9% |
| Participant deferral / active EE | $1,839 | $2,681-31.4% | $3,900-52.8% | $3,608-49.0% |
| Admin fee / account holder | $1,343 | $3,395-60.4% | $4,914-72.7% | $5,124-73.8% |