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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 | $29,355 | $102,422-71.3% | $147,117-80.0% | $80,959-63.7% |
| Participation rate | 88.7% | 75.9%+12.8pp | 82.2%+6.5pp | 67.7%+21.0pp |
| Annual return | 9.94% | 135.16%-125.2pp | 420.54%-410.6pp | 35.67%-25.7pp |
| Employer contribution / active EE | $916 | $3,717-75.3% | $4,932-81.4% | $2,757-66.8% |
| Participant deferral / active EE | $3,580 | $6,652-46.2% | $8,065-55.6% | $4,300-16.7% |
| Admin fee / account holder | $307 | $7,953-96.1% | $12,993-97.6% | $6,925-95.6% |