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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 | $48,011-59.8% | $63,803-69.8% | $82,637-76.6% |
| Participation rate | 98.9% | 66.6%+32.4pp | 72.7%+26.2pp | 68.1%+30.9pp |
| Annual return | 10.26% | 19.84%-9.6pp | 543.72%-533.5pp | 53.51%-43.2pp |
| Employer contribution / active EE | $2,207 | $1,904+16.0% | $2,532-12.8% | $2,552-13.5% |
| Participant deferral / active EE | $1,683 | $2,846-40.9% | $3,843-56.2% | $4,126-59.2% |
| Admin fee / account holder | $1,557 | $3,873-59.8% | $5,196-70.0% | $7,339-78.8% |