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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 | $23,811 | $78,690-69.7% | $161,489-85.3% | $87,485-72.8% |
| Participation rate | 97.8% | 67.5%+30.4pp | 78.7%+19.1pp | 68.9%+28.9pp |
| Annual return | 4.86% | 32.74%-27.9pp | 89.72%-84.9pp | 26.06%-21.2pp |
| Employer contribution / active EE | $530 | $2,588-79.5% | $4,268-87.6% | $2,596-79.6% |
| Participant deferral / active EE | $1,112 | $3,311-66.4% | $5,630-80.2% | $4,274-74.0% |
| Admin fee / account holder | $4,304 | $6,724-36.0% | $16,006-73.1% | $7,775-44.6% |