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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 | $14,871 | $61,125-75.7% | $94,057-84.2% | $87,485-83.0% |
| Participation rate | 89.2% | 64.1%+25.1pp | 73.3%+15.8pp | 68.9%+20.3pp |
| Annual return | 8.28% | 35.20%-26.9pp | 480.62%-472.3pp | 26.06%-17.8pp |
| Employer contribution / active EE | $2,224 | $2,136+4.1% | $2,933-24.2% | $2,596-14.3% |
| Participant deferral / active EE | $2,609 | $3,260-20.0% | $4,709-44.6% | $4,274-38.9% |
| Admin fee / account holder | $4,970 | $5,629-11.7% | $7,244-31.4% | $7,775-36.1% |