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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 | $24,379 | $78,690-69.0% | $161,489-84.9% | $87,485-72.1% |
| Participation rate | 78.0% | 67.5%+10.5pp | 78.7%-0.7pp | 68.9%+9.1pp |
| Annual return | 6.19% | 32.74%-26.5pp | 89.72%-83.5pp | 26.06%-19.9pp |
| Employer contribution / active EE | $5,693 | $2,588+120.0% | $4,268+33.4% | $2,596+119.3% |
| Participant deferral / active EE | $1,943 | $3,311-41.3% | $5,630-65.5% | $4,274-54.5% |
| Admin fee / account holder | $718 | $6,724-89.3% | $16,006-95.5% | $7,775-90.8% |