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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 | $26,521 | $96,678-72.6% | $86,640-69.4% | $139,466-81.0% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 5.73% | 106.69%-101.0pp | 592.52%-586.8pp | 373.66%-367.9pp |
| Employer contribution / active EE | $1,402 | $3,265-57.1% | $3,024-53.7% | $4,754-70.5% |
| Participant deferral / active EE | $4,805 | $4,837-0.7% | $4,438+8.3% | $6,712-28.4% |
| Admin fee / account holder | $309 | $6,410-95.2% | $5,616-94.5% | $11,409-97.3% |