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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 | $16,650 | $84,236-80.2% | $170,435-90.2% | $70,126-76.3% |
| Participation rate | 95.0% | 70.8%+24.2pp | 83.6%+11.4pp | 69.5%+25.5pp |
| Annual return | 11.63% | 23.06%-11.4pp | 205.94%-194.3pp | 73.15%-61.5pp |
| Employer contribution / active EE | $1,036 | $3,387-69.4% | $5,432-80.9% | $2,343-55.8% |
| Participant deferral / active EE | $2,913 | $3,086-5.6% | $4,939-41.0% | $3,332-12.6% |
| Admin fee / account holder | $1,214 | $5,698-78.7% | $13,881-91.3% | $4,645-73.9% |