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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 | $70,366-70.1% | $66,674-68.4% | $138,895-84.8% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.7%+1.3pp | 79.9%-4.9pp |
| Annual return | 11.80% | 386.41%-374.6pp | 321.24%-309.4pp | 145.39%-133.6pp |
| Employer contribution / active EE | $1,047 | $2,765-62.1% | $2,620-60.1% | $4,194-75.0% |
| Participant deferral / active EE | $2,353 | $4,374-46.2% | $4,084-42.4% | $6,396-63.2% |
| Admin fee / account holder | $1,002 | $5,262-81.0% | $5,098-80.4% | $12,562-92.0% |