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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 | $23,897 | $100,073-76.1% | $85,126-71.9% | $145,877-83.6% |
| Participation rate | 71.4% | 74.1%-2.7pp | 67.5%+3.9pp | 80.3%-8.9pp |
| Annual return | 2.67% | 84.11%-81.4pp | 66.63%-64.0pp | 551.28%-548.6pp |
| Employer contribution / active EE | $878 | $3,236-72.9% | $2,731-67.9% | $4,663-81.2% |
| Participant deferral / active EE | $3,023 | $5,294-42.9% | $4,523-33.2% | $6,691-54.8% |
| Admin fee / account holder | $4,201 | $7,261-42.1% | $6,160-31.8% | $13,402-68.7% |