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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 | $35,125 | $88,672-60.4% | $105,223-66.6% | $82,448-57.4% |
| Participation rate | 92.9% | 67.9%+24.9pp | 75.0%+17.8pp | 68.1%+24.8pp |
| Annual return | 5.29% | 30.86%-25.6pp | 180.65%-175.4pp | 41.64%-36.3pp |
| Employer contribution / active EE | $9,417 | $3,048+209.0% | $3,689+155.3% | $2,551+269.1% |
| Participant deferral / active EE | $2,306 | $4,036-42.9% | $5,072-54.5% | $4,139-44.3% |
| Admin fee / account holder | $1,287 | $7,146-82.0% | $8,859-85.5% | $7,234-82.2% |