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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 | $13,377 | $108,882-87.7% | $96,754-86.2% | $154,746-91.4% |
| Participation rate | 84.6% | 75.1%+9.5pp | 70.3%+14.3pp | 80.7%+3.9pp |
| Annual return | 6.54% | 98.39%-91.8pp | 82.04%-75.5pp | 172.34%-165.8pp |
| Employer contribution / active EE | $2,968 | $3,018-1.7% | $2,679+10.8% | $4,379-32.2% |
| Participant deferral / active EE | $4,085 | $5,323-23.3% | $4,758-14.1% | $6,730-39.3% |
| Admin fee / account holder | $1,047 | $10,200-89.7% | $8,905-88.2% | $14,365-92.7% |