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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 | $17,821 | $100,970-82.4% | $96,576-81.5% | $137,256-87.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 11.06% | 38.16%-27.1pp | 38.47%-27.4pp | 220.34%-209.3pp |
| Employer contribution / active EE | $225 | $3,809-94.1% | $3,553-93.7% | $4,156-94.6% |
| Participant deferral / active EE | $3,354 | $8,286-59.5% | $7,956-57.8% | $6,407-47.6% |
| Admin fee / account holder | $10,795 | $11,312-4.6% | $11,381-5.1% | $12,270-12.0% |