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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 | $35,100 | $93,598-62.5% | $135,974-74.2% | $75,173-53.3% |
| Participation rate | 85.2% | 75.2%+10.0pp | 81.9%+3.3pp | 67.2%+18.0pp |
| Annual return | 3.52% | 30.89%-27.4pp | 68.30%-64.8pp | 160.72%-157.2pp |
| Employer contribution / active EE | $9,624 | $3,538+172.0% | $4,859+98.1% | $2,671+260.3% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $658 | $6,978-90.6% | $10,767-93.9% | $5,651-88.4% |