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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 | $31,260 | $77,908-59.9% | $149,696-79.1% | $75,173-58.4% |
| Participation rate | 94.7% | 65.6%+29.2pp | 78.8%+16.0pp | 67.2%+27.5pp |
| Annual return | 5.81% | 31.73%-25.9pp | 134.46%-128.6pp | 160.72%-154.9pp |
| Employer contribution / active EE | $962 | $3,138-69.3% | $4,821-80.0% | $2,671-64.0% |
| Participant deferral / active EE | $1,429 | $3,411-58.1% | $5,682-74.8% | $4,126-65.4% |
| Admin fee / account holder | $3,451 | $5,950-42.0% | $13,212-73.9% | $5,651-38.9% |