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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 | $14,403 | $50,554-71.5% | $67,681-78.7% | $87,485-83.5% |
| Participation rate | 90.2% | 67.7%+22.4pp | 73.7%+16.4pp | 68.9%+21.2pp |
| Annual return | 8.75% | 17.81%-9.1pp | 590.58%-581.8pp | 26.06%-17.3pp |
| Employer contribution / active EE | $537 | $1,988-73.0% | $2,678-79.9% | $2,596-79.3% |
| Participant deferral / active EE | $1,141 | $2,961-61.5% | $3,976-71.3% | $4,274-73.3% |
| Admin fee / account holder | $476 | $4,132-88.5% | $6,100-92.2% | $7,775-93.9% |