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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 | $20,269 | $84,236-75.9% | $170,435-88.1% | $70,126-71.1% |
| Participation rate | 98.0% | 70.8%+27.2pp | 83.6%+14.4pp | 69.5%+28.5pp |
| Annual return | 11.66% | 23.06%-11.4pp | 205.94%-194.3pp | 73.15%-61.5pp |
| Employer contribution / active EE | $493 | $3,387-85.5% | $5,432-90.9% | $2,343-79.0% |
| Participant deferral / active EE | $2,079 | $3,086-32.6% | $4,939-57.9% | $3,332-37.6% |
| Admin fee / account holder | $11,571 | $5,698+103.1% | $13,881-16.6% | $4,645+149.1% |