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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 | $16,627 | $47,479-65.0% | $62,929-73.6% | $82,448-79.8% |
| Participation rate | 83.3% | 66.9%+16.5pp | 73.1%+10.2pp | 68.1%+15.3pp |
| Annual return | 10.96% | 20.34%-9.4pp | 1063.93%-1053.0pp | 41.64%-30.7pp |
| Employer contribution / active EE | $1,816 | $1,885-3.7% | $2,505-27.5% | $2,551-28.8% |
| Participant deferral / active EE | $1,156 | $2,870-59.7% | $3,888-70.3% | $4,139-72.1% |
| Admin fee / account holder | $6,854 | $3,804+80.2% | $5,065+35.3% | $7,234-5.3% |