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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 | $19,296 | $84,236-77.1% | $170,435-88.7% | $70,126-72.5% |
| Participation rate | 87.8% | 70.8%+17.0pp | 83.6%+4.2pp | 69.5%+18.3pp |
| Annual return | 11.86% | 23.06%-11.2pp | 205.94%-194.1pp | 73.15%-61.3pp |
| Employer contribution / active EE | $1,705 | $3,387-49.7% | $5,432-68.6% | $2,343-27.2% |
| Participant deferral / active EE | $2,857 | $3,086-7.4% | $4,939-42.2% | $3,332-14.3% |
| Admin fee / account holder | $4,377 | $5,698-23.2% | $13,881-68.5% | $4,645-5.8% |