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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 | $23,074 | $84,236-72.6% | $170,435-86.5% | $70,126-67.1% |
| Participation rate | 90.2% | 70.8%+19.4pp | 83.6%+6.6pp | 69.5%+20.7pp |
| Annual return | 9.83% | 23.06%-13.2pp | 205.94%-196.1pp | 73.15%-63.3pp |
| Employer contribution / active EE | $770 | $3,387-77.3% | $5,432-85.8% | $2,343-67.1% |
| Participant deferral / active EE | $1,823 | $3,086-40.9% | $4,939-63.1% | $3,332-45.3% |
| Admin fee / account holder | $4,997 | $5,698-12.3% | $13,881-64.0% | $4,645+7.6% |