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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 | $22,365 | $172,111-87.0% | $150,298-85.1% | $137,256-83.7% |
| Participation rate | 94.1% | 81.7%+12.4pp | 77.8%+16.4pp | 80.0%+14.2pp |
| Annual return | 3.11% | 69.37%-66.3pp | 62.79%-59.7pp | 220.34%-217.2pp |
| Employer contribution / active EE | $1,888 | $4,636-59.3% | $4,154-54.5% | $4,156-54.6% |
| Participant deferral / active EE | $2,313 | $6,166-62.5% | $5,453-57.6% | $6,407-63.9% |
| Admin fee / account holder | $260,889 | $16,471+1483.9% | $14,116+1748.2% | $12,270+2026.2% |