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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 | $16,038 | $84,236-81.0% | $170,435-90.6% | $70,126-77.1% |
| Participation rate | 77.0% | 70.8%+6.2pp | 83.6%-6.6pp | 69.5%+7.5pp |
| Annual return | 10.50% | 23.06%-12.6pp | 205.94%-195.4pp | 73.15%-62.7pp |
| Employer contribution / active EE | $676 | $3,387-80.1% | $5,432-87.6% | $2,343-71.2% |
| Participant deferral / active EE | $1,536 | $3,086-50.2% | $4,939-68.9% | $3,332-53.9% |
| Admin fee / account holder | $3,633 | $5,698-36.2% | $13,881-73.8% | $4,645-21.8% |