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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 | $12,970 | $69,248-81.3% | $64,101-79.8% | $139,466-90.7% |
| Participation rate | 91.7% | 75.6%+16.1pp | 72.3%+19.4pp | 80.3%+11.3pp |
| Annual return | 9.84% | 45.95%-36.1pp | 33.72%-23.9pp | 373.66%-363.8pp |
| Employer contribution / active EE | $1,053 | $3,185-66.9% | $2,749-61.7% | $4,754-77.9% |
| Participant deferral / active EE | $1,707 | $4,682-63.6% | $3,881-56.0% | $6,712-74.6% |
| Admin fee / account holder | $775 | $4,247-81.8% | $3,070-74.8% | $11,409-93.2% |