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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 | $12,269 | $99,995-87.7% | $85,063-85.6% | $145,978-91.6% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 7.06% | 83.99%-76.9pp | 66.54%-59.5pp | 550.52%-543.5pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,519 | $5,295-71.3% | $4,523-66.4% | $6,690-77.3% |
| Admin fee / account holder | $4,244 | $7,255-41.5% | $6,155-31.0% | $13,400-68.3% |