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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 | $14,989 | $50,554-70.4% | $67,681-77.9% | $87,485-82.9% |
| Participation rate | 92.9% | 67.7%+25.1pp | 73.7%+19.1pp | 68.9%+23.9pp |
| Annual return | 8.33% | 17.81%-9.5pp | 590.58%-582.3pp | 26.06%-17.7pp |
| Employer contribution / active EE | $1,186 | $1,988-40.3% | $2,678-55.7% | $2,596-54.3% |
| Participant deferral / active EE | $1,631 | $2,961-44.9% | $3,976-59.0% | $4,274-61.8% |
| Admin fee / account holder | $335 | $4,132-91.9% | $6,100-94.5% | $7,775-95.7% |