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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 | $21,585 | $81,664-73.6% | $70,476-69.4% | $158,966-86.4% |
| Participation rate | 94.7% | 77.7%+17.0pp | 75.1%+19.7pp | 82.0%+12.8pp |
| Annual return | 4.16% | 208.59%-204.4pp | 109.12%-105.0pp | 302.95%-298.8pp |
| Employer contribution / active EE | $1,761 | $3,219-45.3% | $2,738-35.7% | $4,762-63.0% |
| Participant deferral / active EE | $1,776 | $4,556-61.0% | $3,710-52.1% | $5,983-70.3% |
| Admin fee / account holder | $2,620 | $6,197-57.7% | $3,847-31.9% | $11,250-76.7% |