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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 | $10,863 | $48,011-77.4% | $63,803-83.0% | $82,637-86.9% |
| Participation rate | 80.0% | 66.6%+13.4pp | 72.7%+7.3pp | 68.1%+11.9pp |
| Annual return | 6.97% | 19.84%-12.9pp | 543.72%-536.8pp | 53.51%-46.5pp |
| Employer contribution / active EE | $1,334 | $1,904-29.9% | $2,532-47.3% | $2,552-47.7% |
| Participant deferral / active EE | $1,632 | $2,846-42.7% | $3,843-57.5% | $4,126-60.4% |
| Admin fee / account holder | $1,140 | $3,873-70.6% | $5,196-78.1% | $7,339-84.5% |