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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 | $53,128-69.1% | $86,582-81.0% | $70,126-76.6% |
| Participation rate | 73.3% | 65.3%+8.0pp | 73.5%-0.2pp | 69.5%+3.8pp |
| Annual return | 11.72% | 27.66%-15.9pp | 965.08%-953.4pp | 73.15%-61.4pp |
| Employer contribution / active EE | $795 | $2,068-61.6% | $2,839-72.0% | $2,343-66.1% |
| Participant deferral / active EE | $1,793 | $2,695-33.5% | $3,609-50.3% | $3,332-46.2% |
| Admin fee / account holder | $6,185 | $3,584+72.6% | $4,904+26.1% | $4,645+33.1% |