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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 | $15,741 | $69,248-77.3% | $64,101-75.4% | $139,466-88.7% |
| Participation rate | 70.0% | 75.6%-5.6pp | 72.3%-2.3pp | 80.3%-10.3pp |
| Annual return | 7.84% | 45.95%-38.1pp | 33.72%-25.9pp | 373.66%-365.8pp |
| Employer contribution / active EE | $2,184 | $3,185-31.4% | $2,749-20.6% | $4,754-54.1% |
| Participant deferral / active EE | $3,591 | $4,682-23.3% | $3,881-7.5% | $6,712-46.5% |
| Admin fee / account holder | $17,885 | $4,247+321.1% | $3,070+482.5% | $11,409+56.8% |