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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 | $23,300 | $103,038-77.4% | $90,324-74.2% | $152,909-84.8% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.5%-7.5pp |
| Annual return | 5.27% | 95.25%-90.0pp | 78.15%-72.9pp | 345.46%-340.2pp |
| Employer contribution / active EE | $513 | $3,141-83.7% | $2,856-82.0% | $4,764-89.2% |
| Participant deferral / active EE | $771 | $4,282-82.0% | $3,885-80.2% | $5,851-86.8% |
| Admin fee / account holder | $1,097 | $6,177-82.2% | $5,356-79.5% | $11,601-90.5% |