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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 | $14,869 | $76,407-80.5% | $150,298-90.1% | $82,448-82.0% |
| Participation rate | 95.6% | 66.4%+29.2pp | 77.8%+17.8pp | 68.1%+27.5pp |
| Annual return | 13.08% | 39.99%-26.9pp | 62.79%-49.7pp | 41.64%-28.6pp |
| Employer contribution / active EE | $924 | $2,614-64.7% | $4,154-77.8% | $2,551-63.8% |
| Participant deferral / active EE | $1,742 | $3,214-45.8% | $5,453-68.1% | $4,139-57.9% |
| Admin fee / account holder | $495 | $6,352-92.2% | $14,116-96.5% | $7,234-93.2% |