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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 | $102,609-82.6% | $98,090-81.8% | $138,895-87.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 11.06% | 36.44%-25.4pp | 37.05%-26.0pp | 145.39%-134.3pp |
| Employer contribution / active EE | $225 | $3,867-94.2% | $3,606-93.8% | $4,194-94.6% |
| Participant deferral / active EE | $3,354 | $8,167-58.9% | $7,845-57.2% | $6,396-47.6% |
| Admin fee / account holder | $10,795 | $11,434-5.6% | $11,815-8.6% | $12,562-14.1% |