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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 | $48,731 | $78,690-38.1% | $161,489-69.8% | $87,485-44.3% |
| Participation rate | 71.1% | 67.5%+3.6pp | 78.7%-7.6pp | 68.9%+2.1pp |
| Annual return | 10.67% | 32.74%-22.1pp | 89.72%-79.1pp | 26.06%-15.4pp |
| Employer contribution / active EE | $835 | $2,588-67.7% | $4,268-80.4% | $2,596-67.8% |
| Participant deferral / active EE | $2,393 | $3,311-27.7% | $5,630-57.5% | $4,274-44.0% |
| Admin fee / account holder | $374 | $6,724-94.4% | $16,006-97.7% | $7,775-95.2% |