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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 | $36,318 | $95,415-61.9% | $185,851-80.5% | $85,851-57.7% |
| Participation rate | 70.4% | 68.8%+1.7pp | 81.7%-11.3pp | 69.3%+1.1pp |
| Annual return | 9.05% | 23.59%-14.5pp | 122.11%-113.1pp | 318.63%-309.6pp |
| Employer contribution / active EE | $537 | $3,314-83.8% | $5,168-89.6% | $2,565-79.1% |
| Participant deferral / active EE | $1,261 | $3,424-63.2% | $5,569-77.4% | $3,952-68.1% |
| Admin fee / account holder | $492 | $7,215-93.2% | $16,245-97.0% | $6,261-92.1% |