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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 | $19,400 | $77,638-75.0% | $156,551-87.6% | $62,881-69.1% |
| Participation rate | 97.7% | 71.2%+26.5pp | 84.0%+13.7pp | 69.3%+28.4pp |
| Annual return | 4.58% | 50.33%-45.7pp | 32.23%-27.6pp | 20.14%-15.6pp |
| Employer contribution / active EE | $728 | $3,444-78.9% | $5,501-86.8% | $2,281-68.1% |
| Participant deferral / active EE | $1,115 | $3,046-63.4% | $4,871-77.1% | $3,203-65.2% |
| Admin fee / account holder | $1,671 | $5,561-70.0% | $13,028-87.2% | $4,296-61.1% |