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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 | $16,085 | $48,314-66.7% | $67,561-76.2% | $80,925-80.1% |
| Participation rate | 85.2% | 66.4%+18.8pp | 72.9%+12.3pp | 67.7%+17.5pp |
| Annual return | 7.29% | 18.28%-11.0pp | 3525.44%-3518.2pp | 35.65%-28.4pp |
| Employer contribution / active EE | $830 | $2,022-59.0% | $2,735-69.7% | $2,756-69.9% |
| Participant deferral / active EE | $843 | $2,927-71.2% | $4,003-79.0% | $4,299-80.4% |
| Admin fee / account holder | $19,257 | $3,690+421.9% | $4,006+380.8% | $6,940+177.5% |