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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 | $9,147 | $49,897-81.7% | $80,648-88.7% | $75,177-87.8% |
| Participation rate | 98.5% | 55.3%+43.2pp | 67.0%+31.5pp | 67.2%+31.3pp |
| Annual return | 8.41% | 34.68%-26.3pp | 937.21%-928.8pp | 160.75%-152.3pp |
| Employer contribution / active EE | $1,436 | $1,699-15.5% | $2,724-47.3% | $2,671-46.2% |
| Participant deferral / active EE | $921 | $2,992-69.2% | $4,443-79.3% | $4,126-77.7% |
| Admin fee / account holder | $496 | $3,579-86.1% | $5,382-90.8% | $5,651-91.2% |