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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 | $16,421 | $185,312-91.1% | $161,489-89.8% | $154,746-89.4% |
| Participation rate | 91.7% | 82.5%+9.2pp | 78.7%+13.0pp | 80.7%+11.0pp |
| Annual return | 9.88% | 103.84%-94.0pp | 89.72%-79.8pp | 172.34%-162.5pp |
| Employer contribution / active EE | $1,839 | $4,769-61.4% | $4,268-56.9% | $4,379-58.0% |
| Participant deferral / active EE | $2,463 | $6,350-61.2% | $5,630-56.3% | $6,730-63.4% |
| Admin fee / account holder | $18,359 | $18,654-1.6% | $16,006+14.7% | $14,365+27.8% |