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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 | $18,478 | $103,038-82.1% | $90,324-79.5% | $152,909-87.9% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.5%+0.9pp |
| Annual return | 3.44% | 95.25%-91.8pp | 78.15%-74.7pp | 345.46%-342.0pp |
| Employer contribution / active EE | $2,850 | $3,141-9.2% | $2,856-0.2% | $4,764-40.2% |
| Participant deferral / active EE | $4,854 | $4,282+13.4% | $3,885+24.9% | $5,851-17.0% |
| Admin fee / account holder | $2,370 | $6,177-61.6% | $5,356-55.8% | $11,601-79.6% |