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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 | $14,192 | $101,618-86.0% | $93,063-84.7% | $137,256-89.7% |
| Participation rate | 71.4% | 74.9%-3.5pp | 72.1%-0.7pp | 80.0%-8.5pp |
| Annual return | 4.35% | 223.95%-219.6pp | 34.15%-29.8pp | 220.34%-216.0pp |
| Employer contribution / active EE | $854 | $2,707-68.5% | $2,476-65.5% | $4,156-79.5% |
| Participant deferral / active EE | $1,870 | $4,279-56.3% | $3,958-52.7% | $6,407-70.8% |
| Admin fee / account holder | $2,668 | $6,198-57.0% | $6,033-55.8% | $12,270-78.3% |