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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 | $14,563 | $110,093-86.8% | $97,295-85.0% | $145,897-90.0% |
| Participation rate | 75.0% | 75.9%-0.9pp | 72.7%+2.3pp | 80.3%-5.3pp |
| Annual return | 3.83% | 244.76%-240.9pp | 75.62%-71.8pp | 552.29%-548.5pp |
| Employer contribution / active EE | $819 | $3,077-73.4% | $2,723-69.9% | $4,663-82.4% |
| Participant deferral / active EE | $2,031 | $4,678-56.6% | $4,264-52.4% | $6,689-69.6% |
| Admin fee / account holder | $10,296 | $6,212+65.7% | $5,646+82.4% | $13,390-23.1% |