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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 | $19,356 | $84,236-77.0% | $170,435-88.6% | $70,126-72.4% |
| Participation rate | 86.8% | 70.8%+16.0pp | 83.6%+3.2pp | 69.5%+17.3pp |
| Annual return | 9.40% | 23.06%-13.7pp | 205.94%-196.5pp | 73.15%-63.7pp |
| Employer contribution / active EE | $1,093 | $3,387-67.7% | $5,432-79.9% | $2,343-53.3% |
| Participant deferral / active EE | $1,240 | $3,086-59.8% | $4,939-74.9% | $3,332-62.8% |
| Admin fee / account holder | $9,244 | $5,698+62.2% | $13,881-33.4% | $4,645+99.0% |