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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 | $13,334 | $48,327-72.4% | $67,575-80.3% | $80,935-83.5% |
| Participation rate | 97.4% | 66.4%+31.0pp | 72.9%+24.5pp | 67.7%+29.7pp |
| Annual return | 10.82% | 18.31%-7.5pp | 3528.98%-3518.2pp | 35.66%-24.8pp |
| Employer contribution / active EE | $1,193 | $2,022-41.0% | $2,736-56.4% | $2,757-56.7% |
| Participant deferral / active EE | $2,456 | $2,927-16.1% | $4,003-38.7% | $4,299-42.9% |
| Admin fee / account holder | $1,886 | $3,692-48.9% | $3,993-52.8% | $6,924-72.8% |