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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 | $34,790 | $27,936+24.5% | $58,561-40.6% | $75,173-53.7% |
| Participation rate | 77.6% | 38.8%+38.8pp | 50.9%+26.8pp | 67.2%+10.4pp |
| Annual return | 13.87% | 44.21%-30.3pp | 4251.33%-4237.5pp | 160.72%-146.8pp |
| Employer contribution / active EE | $675 | $670+0.9% | $1,053-35.9% | $2,671-74.7% |
| Participant deferral / active EE | $3,061 | $1,202+154.7% | $1,923+59.2% | $4,126-25.8% |
| Admin fee / account holder | $1,575 | $1,727-8.8% | $2,520-37.5% | $5,651-72.1% |