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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 | $19,449 | $85,171-77.2% | $172,753-88.7% | $72,976-73.3% |
| Participation rate | 94.9% | 70.1%+24.8pp | 82.6%+12.2pp | 69.5%+25.4pp |
| Annual return | 12.07% | 27.32%-15.3pp | 803.00%-790.9pp | 81.02%-68.9pp |
| Employer contribution / active EE | $1,229 | $3,324-63.0% | $5,144-76.1% | $2,440-49.6% |
| Participant deferral / active EE | $988 | $3,260-69.7% | $5,198-81.0% | $3,608-72.6% |
| Admin fee / account holder | $8,771 | $5,880+49.2% | $13,956-37.1% | $5,124+71.2% |