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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 | $14,719 | $95,406-84.6% | $185,849-92.1% | $85,847-82.9% |
| Participation rate | 97.2% | 68.8%+28.4pp | 81.7%+15.5pp | 69.3%+27.9pp |
| Annual return | 10.90% | 23.59%-12.7pp | 122.10%-111.2pp | 318.61%-307.7pp |
| Employer contribution / active EE | $1,435 | $3,314-56.7% | $5,169-72.2% | $2,565-44.1% |
| Participant deferral / active EE | $1,082 | $3,424-68.4% | $5,569-80.6% | $3,952-72.6% |
| Admin fee / account holder | $1,587 | $7,214-78.0% | $16,244-90.2% | $6,261-74.7% |