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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 | $11,395 | $47,479-76.0% | $62,929-81.9% | $82,448-86.2% |
| Participation rate | 77.7% | 66.9%+10.8pp | 73.1%+4.5pp | 68.1%+9.6pp |
| Annual return | 10.60% | 20.34%-9.7pp | 1063.93%-1053.3pp | 41.64%-31.0pp |
| Employer contribution / active EE | $1,161 | $1,885-38.4% | $2,505-53.6% | $2,551-54.5% |
| Participant deferral / active EE | $1,464 | $2,870-49.0% | $3,888-62.3% | $4,139-64.6% |
| Admin fee / account holder | $899 | $3,804-76.4% | $5,065-82.3% | $7,234-87.6% |