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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 | $25,429 | $110,337-77.0% | $102,383-75.2% | $145,877-82.6% |
| Participation rate | 86.7% | 77.9%+8.7pp | 74.5%+12.2pp | 80.3%+6.4pp |
| Annual return | 7.11% | 24.83%-17.7pp | 24.94%-17.8pp | 551.28%-544.2pp |
| Employer contribution / active EE | $1,427 | $4,216-66.2% | $3,870-63.1% | $4,663-69.4% |
| Participant deferral / active EE | $1,795 | $5,621-68.1% | $5,060-64.5% | $6,691-73.2% |
| Admin fee / account holder | $2,474 | $9,750-74.6% | $8,391-70.5% | $13,402-81.5% |