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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 | $32,300 | $105,200-69.3% | $159,474-79.7% | $85,847-62.4% |
| Participation rate | 86.0% | 75.8%+10.2pp | 82.8%+3.1pp | 69.3%+16.6pp |
| Annual return | 11.51% | 45.08%-33.6pp | 263.68%-252.2pp | 318.61%-307.1pp |
| Employer contribution / active EE | $971 | $3,319-70.7% | $4,831-79.9% | $2,565-62.1% |
| Participant deferral / active EE | $3,130 | $5,946-47.4% | $7,353-57.4% | $3,952-20.8% |
| Admin fee / account holder | $652 | $6,934-90.6% | $10,802-94.0% | $6,261-89.6% |