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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 | $15,791 | $84,236-81.3% | $170,435-90.7% | $70,126-77.5% |
| Participation rate | 92.6% | 70.8%+21.8pp | 83.6%+9.0pp | 69.5%+23.1pp |
| Annual return | 10.05% | 23.06%-13.0pp | 205.94%-195.9pp | 73.15%-63.1pp |
| Employer contribution / active EE | $2,177 | $3,387-35.7% | $5,432-59.9% | $2,343-7.1% |
| Participant deferral / active EE | $1,218 | $3,086-60.5% | $4,939-75.3% | $3,332-63.4% |
| Admin fee / account holder | $3,972 | $5,698-30.3% | $13,881-71.4% | $4,645-14.5% |