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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 | $20,905 | $85,171-75.5% | $172,753-87.9% | $72,976-71.4% |
| Participation rate | 98.6% | 70.1%+28.5pp | 82.6%+15.9pp | 69.5%+29.1pp |
| Annual return | 12.12% | 27.32%-15.2pp | 803.00%-790.9pp | 81.02%-68.9pp |
| Employer contribution / active EE | $1,349 | $3,324-59.4% | $5,144-73.8% | $2,440-44.7% |
| Participant deferral / active EE | $1,219 | $3,260-62.6% | $5,198-76.5% | $3,608-66.2% |
| Admin fee / account holder | $1,020 | $5,880-82.7% | $13,956-92.7% | $5,124-80.1% |