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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 | $20,455 | $84,236-75.7% | $170,435-88.0% | $70,126-70.8% |
| Participation rate | 98.6% | 70.8%+27.8pp | 83.6%+15.1pp | 69.5%+29.1pp |
| Annual return | 11.06% | 23.06%-12.0pp | 205.94%-194.9pp | 73.15%-62.1pp |
| Employer contribution / active EE | $2,171 | $3,387-35.9% | $5,432-60.0% | $2,343-7.3% |
| Participant deferral / active EE | $1,142 | $3,086-63.0% | $4,939-76.9% | $3,332-65.7% |
| Admin fee / account holder | $4,066 | $5,698-28.7% | $13,881-70.7% | $4,645-12.5% |