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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 | $17,911 | $154,228-88.4% | $145,433-87.7% | $137,256-87.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.52% | 74.59%-63.1pp | 66.58%-55.1pp | 220.34%-208.8pp |
| Employer contribution / active EE | $1,533 | $4,804-68.1% | $4,554-66.3% | $4,156-63.1% |
| Participant deferral / active EE | $3,354 | $8,216-59.2% | $7,897-57.5% | $6,407-47.6% |
| Admin fee / account holder | $7,125 | $14,344-50.3% | $13,129-45.7% | $12,270-41.9% |