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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 | $19,297 | $51,184-62.3% | $66,439-71.0% | $86,983-77.8% |
| Participation rate | 98.9% | 68.5%+30.5pp | 74.5%+24.5pp | 69.5%+29.4pp |
| Annual return | 10.26% | 17.07%-6.8pp | 757.66%-747.4pp | 25.83%-15.6pp |
| Employer contribution / active EE | $2,207 | $2,023+9.1% | $2,637-16.3% | $2,584-14.6% |
| Participant deferral / active EE | $1,683 | $2,927-42.5% | $3,876-56.6% | $4,194-59.9% |
| Admin fee / account holder | $1,557 | $4,154-62.5% | $6,173-74.8% | $7,856-80.2% |