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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 | $26,278 | $95,406-72.5% | $185,849-85.9% | $85,847-69.4% |
| Participation rate | 90.6% | 68.8%+21.9pp | 81.7%+8.9pp | 69.3%+21.3pp |
| Annual return | 9.66% | 23.59%-13.9pp | 122.10%-112.4pp | 318.61%-308.9pp |
| Employer contribution / active EE | $1,019 | $3,314-69.3% | $5,169-80.3% | $2,565-60.3% |
| Participant deferral / active EE | $1,086 | $3,424-68.3% | $5,569-80.5% | $3,952-72.5% |
| Admin fee / account holder | $3,498 | $7,214-51.5% | $16,244-78.5% | $6,261-44.1% |