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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 | $10,300 | $76,407-86.5% | $150,298-93.1% | $82,448-87.5% |
| Participation rate | 81.8% | 66.4%+15.4pp | 77.8%+4.1pp | 68.1%+13.8pp |
| Annual return | 9.40% | 39.99%-30.6pp | 62.79%-53.4pp | 41.64%-32.2pp |
| Employer contribution / active EE | $546 | $2,614-79.1% | $4,154-86.9% | $2,551-78.6% |
| Participant deferral / active EE | $1,875 | $3,214-41.7% | $5,453-65.6% | $4,139-54.7% |
| Admin fee / account holder | $956 | $6,352-84.9% | $14,116-93.2% | $7,234-86.8% |