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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 | $21,900 | $124,314-82.4% | $109,163-79.9% | $167,518-86.9% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.9%+15.0pp | 82.1%+8.8pp |
| Annual return | 9.36% | 26.04%-16.7pp | 25.75%-16.4pp | 478.71%-469.3pp |
| Employer contribution / active EE | $1,276 | $4,209-69.7% | $3,723-65.7% | $4,838-73.6% |
| Participant deferral / active EE | $3,185 | $5,256-39.4% | $4,654-31.6% | $6,342-49.8% |
| Admin fee / account holder | $630 | $7,973-92.1% | $6,754-90.7% | $12,312-94.9% |