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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 | $14,644 | $95,406-84.7% | $185,849-92.1% | $85,847-82.9% |
| Participation rate | 85.4% | 68.8%+16.7pp | 81.7%+3.7pp | 69.3%+16.1pp |
| Annual return | 8.76% | 23.59%-14.8pp | 122.10%-113.3pp | 318.61%-309.8pp |
| Employer contribution / active EE | $1,916 | $3,314-42.2% | $5,169-62.9% | $2,565-25.3% |
| Participant deferral / active EE | $1,582 | $3,424-53.8% | $5,569-71.6% | $3,952-60.0% |
| Admin fee / account holder | $981 | $7,214-86.4% | $16,244-94.0% | $6,261-84.3% |