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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 | $28,841 | $65,034-55.7% | $90,970-68.3% | $79,856-63.9% |
| Participation rate | 72.4% | 61.6%+10.8pp | 69.0%+3.4pp | 69.6%+2.8pp |
| Annual return | 4.89% | 30.45%-25.6pp | 134.60%-129.7pp | 31.71%-26.8pp |
| Employer contribution / active EE | $438 | $1,247-64.8% | $2,122-79.3% | $2,471-82.3% |
| Participant deferral / active EE | $2,302 | $2,512-8.4% | $3,373-31.8% | $3,741-38.5% |
| Admin fee / account holder | $1,264 | $4,536-72.1% | $5,961-78.8% | $5,306-76.2% |