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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 | $26,083 | $85,169-69.4% | $172,755-84.9% | $72,983-64.3% |
| Participation rate | 98.6% | 70.1%+28.6pp | 82.6%+16.0pp | 69.5%+29.2pp |
| Annual return | 9.09% | 27.32%-18.2pp | 802.94%-793.9pp | 81.01%-71.9pp |
| Employer contribution / active EE | $2,085 | $3,324-37.3% | $5,144-59.5% | $2,440-14.5% |
| Participant deferral / active EE | $2,593 | $3,260-20.5% | $5,198-50.1% | $3,608-28.1% |
| Admin fee / account holder | $918 | $5,880-84.4% | $13,955-93.4% | $5,124-82.1% |