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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 | $11,742 | $110,410-89.4% | $102,437-88.5% | $145,897-92.0% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 6.37% | 24.85%-18.5pp | 24.95%-18.6pp | 552.29%-545.9pp |
| Employer contribution / active EE | $1,481 | $4,217-64.9% | $3,871-61.7% | $4,663-68.2% |
| Participant deferral / active EE | $2,346 | $5,622-58.3% | $5,060-53.6% | $6,689-64.9% |
| Admin fee / account holder | $4,934 | $9,745-49.4% | $8,388-41.2% | $13,390-63.1% |