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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 | $16,427 | $53,127-69.1% | $86,587-81.0% | $70,131-76.6% |
| Participation rate | 73.3% | 65.3%+8.0pp | 73.5%-0.2pp | 69.5%+3.8pp |
| Annual return | 11.72% | 27.66%-15.9pp | 964.86%-953.1pp | 73.14%-61.4pp |
| Employer contribution / active EE | $795 | $2,068-61.6% | $2,839-72.0% | $2,342-66.1% |
| Participant deferral / active EE | $1,793 | $2,696-33.5% | $3,609-50.3% | $3,332-46.2% |
| Admin fee / account holder | $6,185 | $3,585+72.5% | $4,906+26.1% | $4,645+33.1% |