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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 | $24,208 | $114,013-78.8% | $103,693-76.7% | $155,188-84.4% |
| Participation rate | 90.0% | 75.2%+14.8pp | 72.6%+17.4pp | 80.8%+9.2pp |
| Annual return | 1.87% | 49.31%-47.4pp | 47.61%-45.7pp | 148.84%-147.0pp |
| Employer contribution / active EE | $2,988 | $3,131-4.6% | $2,920+2.3% | $4,248-29.7% |
| Participant deferral / active EE | $1,536 | $4,970-69.1% | $4,579-66.5% | $6,531-76.5% |
| Admin fee / account holder | $326 | $8,407-96.1% | $7,858-95.9% | $14,480-97.7% |