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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 | $11,917 | $58,848-79.7% | $88,179-86.5% | $82,637-85.6% |
| Participation rate | 97.9% | 57.9%+40.0pp | 69.1%+28.8pp | 68.1%+29.9pp |
| Annual return | 12.65% | 22.76%-10.1pp | 64.97%-52.3pp | 53.51%-40.9pp |
| Employer contribution / active EE | $1,229 | $1,678-26.8% | $2,549-51.8% | $2,552-51.8% |
| Participant deferral / active EE | $4,084 | $3,124+30.7% | $4,614-11.5% | $4,126-1.0% |
| Admin fee / account holder | $1,804 | $4,795-62.4% | $7,673-76.5% | $7,339-75.4% |