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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 | $18,136 | $63,354-71.4% | $94,105-80.7% | $82,637-78.1% |
| Participation rate | 85.7% | 63.8%+21.9pp | 71.9%+13.8pp | 68.1%+17.7pp |
| Annual return | 11.46% | 34.36%-22.9pp | 204.55%-193.1pp | 53.51%-42.0pp |
| Employer contribution / active EE | $411 | $1,760-76.7% | $2,504-83.6% | $2,552-83.9% |
| Participant deferral / active EE | $1,058 | $2,873-63.2% | $3,881-72.7% | $4,126-74.3% |
| Admin fee / account holder | $17,770 | $5,073+250.3% | $6,199+186.6% | $7,339+142.1% |