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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 | $20,692 | $53,127-61.1% | $86,587-76.1% | $70,131-70.5% |
| Participation rate | 70.1% | 65.3%+4.8pp | 73.5%-3.4pp | 69.5%+0.6pp |
| Annual return | 12.04% | 27.66%-15.6pp | 964.86%-952.8pp | 73.14%-61.1pp |
| Employer contribution / active EE | $1,353 | $2,068-34.6% | $2,839-52.3% | $2,342-42.2% |
| Participant deferral / active EE | $1,244 | $2,696-53.9% | $3,609-65.5% | $3,332-62.7% |
| Admin fee / account holder | $1,036 | $3,585-71.1% | $4,906-78.9% | $4,645-77.7% |