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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 | $21,055 | $72,071-70.8% | $68,368-69.2% | $137,256-84.7% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 11.80% | 353.14%-341.3pp | 292.57%-280.8pp | 220.34%-208.5pp |
| Employer contribution / active EE | $1,047 | $2,788-62.5% | $2,649-60.5% | $4,156-74.8% |
| Participant deferral / active EE | $2,353 | $4,410-46.7% | $4,123-42.9% | $6,407-63.3% |
| Admin fee / account holder | $1,002 | $5,336-81.2% | $5,150-80.5% | $12,270-91.8% |