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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 | $3,084 | $51,638-94.0% | $68,368-95.5% | $82,448-96.3% |
| Participation rate | 87.1% | 63.6%+23.5pp | 73.8%+13.4pp | 68.1%+19.1pp |
| Annual return | 9.14% | 37.53%-28.4pp | 292.57%-283.4pp | 41.64%-32.5pp |
| Employer contribution / active EE | $736 | $2,047-64.0% | $2,649-72.2% | $2,551-71.1% |
| Participant deferral / active EE | $823 | $2,914-71.7% | $4,123-80.0% | $4,139-80.1% |
| Admin fee / account holder | $943 | $4,643-79.7% | $5,150-81.7% | $7,234-87.0% |