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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 | $12,539 | $111,814-88.8% | $103,378-87.9% | $145,978-91.4% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 1.32% | 24.80%-23.5pp | 24.91%-23.6pp | 550.52%-549.2pp |
| Employer contribution / active EE | $2,119 | $4,215-49.7% | $3,870-45.2% | $4,662-54.5% |
| Participant deferral / active EE | $6,773 | $5,618+20.6% | $5,058+33.9% | $6,690+1.3% |
| Admin fee / account holder | $776 | $9,764-92.1% | $8,401-90.8% | $13,400-94.2% |