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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 | $15,813 | $76,407-79.3% | $150,298-89.5% | $82,448-80.8% |
| Participation rate | 93.9% | 66.4%+27.5pp | 77.8%+16.1pp | 68.1%+25.8pp |
| Annual return | 12.86% | 39.99%-27.1pp | 62.79%-49.9pp | 41.64%-28.8pp |
| Employer contribution / active EE | $987 | $2,614-62.2% | $4,154-76.2% | $2,551-61.3% |
| Participant deferral / active EE | $2,574 | $3,214-19.9% | $5,453-52.8% | $4,139-37.8% |
| Admin fee / account holder | $6,784 | $6,352+6.8% | $14,116-51.9% | $7,234-6.2% |