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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 | $24,447 | $91,198-73.2% | $178,503-86.3% | $79,856-69.4% |
| Participation rate | 92.5% | 69.2%+23.3pp | 81.9%+10.6pp | 69.6%+22.9pp |
| Annual return | 7.73% | 24.20%-16.5pp | 151.12%-143.4pp | 31.71%-24.0pp |
| Employer contribution / active EE | $376 | $3,257-88.5% | $5,011-92.5% | $2,471-84.8% |
| Participant deferral / active EE | $1,509 | $3,237-53.4% | $5,202-71.0% | $3,741-59.6% |
| Admin fee / account holder | $1,991 | $6,748-70.5% | $13,987-85.8% | $5,306-62.5% |