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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 | $16,164 | $85,171-81.0% | $172,752-90.6% | $72,975-77.9% |
| Participation rate | 81.8% | 70.1%+11.8pp | 82.6%-0.8pp | 69.5%+12.3pp |
| Annual return | 9.07% | 27.32%-18.3pp | 802.97%-793.9pp | 81.01%-71.9pp |
| Employer contribution / active EE | $1,488 | $3,324-55.2% | $5,144-71.1% | $2,440-39.0% |
| Participant deferral / active EE | $951 | $3,260-70.8% | $5,198-81.7% | $3,608-73.6% |
| Admin fee / account holder | $2,388 | $5,880-59.4% | $13,955-82.9% | $5,124-53.4% |