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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 | $32,258 | $93,617-65.5% | $135,982-76.3% | $75,177-57.1% |
| Participation rate | 83.3% | 75.2%+8.1pp | 81.9%+1.4pp | 67.2%+16.1pp |
| Annual return | 14.60% | 30.89%-16.3pp | 68.32%-53.7pp | 160.75%-146.2pp |
| Employer contribution / active EE | $970 | $3,538-72.6% | $4,859-80.0% | $2,671-63.7% |
| Participant deferral / active EE | $2,987 | $6,406-53.4% | $7,760-61.5% | $4,126-27.6% |
| Admin fee / account holder | $1,233 | $6,980-82.3% | $10,767-88.6% | $5,651-78.2% |