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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 | $22,413 | $61,815-63.7% | $97,295-77.0% | $80,959-72.3% |
| Participation rate | 95.1% | 63.5%+31.6pp | 72.7%+22.5pp | 67.7%+27.5pp |
| Annual return | 8.93% | -558.73%+567.7pp | 75.62%-66.7pp | 35.67%-26.7pp |
| Employer contribution / active EE | $1,043 | $1,836-43.2% | $2,723-61.7% | $2,757-62.2% |
| Participant deferral / active EE | $2,741 | $3,027-9.5% | $4,264-35.7% | $4,300-36.3% |
| Admin fee / account holder | $1,146 | $5,166-77.8% | $5,646-79.7% | $6,925-83.4% |