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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 | $23,634 | $95,406-75.2% | $185,849-87.3% | $85,847-72.5% |
| Participation rate | 97.1% | 68.8%+28.4pp | 81.7%+15.4pp | 69.3%+27.8pp |
| Annual return | 11.39% | 23.59%-12.2pp | 122.10%-110.7pp | 318.61%-307.2pp |
| Employer contribution / active EE | $1,240 | $3,314-62.6% | $5,169-76.0% | $2,565-51.7% |
| Participant deferral / active EE | $1,647 | $3,424-51.9% | $5,569-70.4% | $3,952-58.3% |
| Admin fee / account holder | $3,008 | $7,214-58.3% | $16,244-81.5% | $6,261-51.9% |