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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 | $30,923 | $85,171-63.7% | $172,752-82.1% | $72,975-57.6% |
| Participation rate | 80.2% | 70.1%+10.2pp | 82.6%-2.4pp | 69.5%+10.7pp |
| Annual return | 3.52% | 27.32%-23.8pp | 802.97%-799.5pp | 81.01%-77.5pp |
| Employer contribution / active EE | $766 | $3,324-77.0% | $5,144-85.1% | $2,440-68.6% |
| Participant deferral / active EE | $1,862 | $3,260-42.9% | $5,198-64.2% | $3,608-48.4% |
| Admin fee / account holder | $5,102 | $5,880-13.2% | $13,955-63.4% | $5,124-0.4% |