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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 | $30,950 | $76,551-59.6% | $123,894-75.0% | $62,881-50.8% |
| Participation rate | 86.4% | 73.0%+13.4pp | 81.4%+5.0pp | 69.3%+17.1pp |
| Annual return | 5.19% | 18.68%-13.5pp | 47.52%-42.3pp | 20.14%-15.0pp |
| Employer contribution / active EE | $1,729 | $2,882-40.0% | $4,617-62.5% | $2,281-24.2% |
| Participant deferral / active EE | $4,387 | $4,840-9.3% | $5,984-26.7% | $3,203+37.0% |
| Admin fee / account holder | $630 | $4,826-86.9% | $8,357-92.5% | $4,296-85.3% |