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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 | $19,766 | $85,171-76.8% | $172,752-88.6% | $72,975-72.9% |
| Participation rate | 77.5% | 70.1%+7.4pp | 82.6%-5.1pp | 69.5%+8.0pp |
| Annual return | 6.75% | 27.32%-20.6pp | 802.97%-796.2pp | 81.01%-74.3pp |
| Employer contribution / active EE | $1,221 | $3,324-63.3% | $5,144-76.3% | $2,440-49.9% |
| Participant deferral / active EE | $2,116 | $3,260-35.1% | $5,198-59.3% | $3,608-41.3% |
| Admin fee / account holder | $338 | $5,880-94.2% | $13,955-97.6% | $5,124-93.4% |