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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 | $26,854 | $95,406-71.9% | $185,849-85.6% | $85,847-68.7% |
| Participation rate | 94.5% | 68.8%+25.8pp | 81.7%+12.8pp | 69.3%+25.2pp |
| Annual return | 10.02% | 23.59%-13.6pp | 122.10%-112.1pp | 318.61%-308.6pp |
| Employer contribution / active EE | $1,476 | $3,314-55.5% | $5,169-71.5% | $2,565-42.5% |
| Participant deferral / active EE | $1,239 | $3,424-63.8% | $5,569-77.7% | $3,952-68.6% |
| Admin fee / account holder | $2,247 | $7,214-68.9% | $16,244-86.2% | $6,261-64.1% |