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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 | $27,271 | $89,370-69.5% | $141,197-80.7% | $72,976-62.6% |
| Participation rate | 74.3% | 75.1%-0.8pp | 82.5%-8.2pp | 69.5%+4.8pp |
| Annual return | 16.96% | 111.88%-94.9pp | 71.41%-54.4pp | 81.02%-64.1pp |
| Employer contribution / active EE | $1,042 | $3,115-66.6% | $4,736-78.0% | $2,440-57.3% |
| Participant deferral / active EE | $2,507 | $5,419-53.7% | $6,710-62.6% | $3,608-30.5% |
| Admin fee / account holder | $5,340 | $5,957-10.3% | $10,265-48.0% | $5,124+4.2% |