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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 | $30,701 | $84,236-63.6% | $170,435-82.0% | $70,126-56.2% |
| Participation rate | 84.8% | 70.8%+14.0pp | 83.6%+1.2pp | 69.5%+15.3pp |
| Annual return | 11.99% | 23.06%-11.1pp | 205.94%-194.0pp | 73.15%-61.2pp |
| Employer contribution / active EE | $405 | $3,387-88.1% | $5,432-92.5% | $2,343-82.7% |
| Participant deferral / active EE | $1,532 | $3,086-50.4% | $4,939-69.0% | $3,332-54.0% |
| Admin fee / account holder | $2,704 | $5,698-52.5% | $13,881-80.5% | $4,645-41.8% |