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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 | $20,133 | $84,236-76.1% | $170,435-88.2% | $70,126-71.3% |
| Participation rate | 91.7% | 70.8%+20.8pp | 83.6%+8.1pp | 69.5%+22.1pp |
| Annual return | 12.10% | 23.06%-11.0pp | 205.94%-193.8pp | 73.15%-61.0pp |
| Employer contribution / active EE | $643 | $3,387-81.0% | $5,432-88.2% | $2,343-72.5% |
| Participant deferral / active EE | $2,202 | $3,086-28.6% | $4,939-55.4% | $3,332-33.9% |
| Admin fee / account holder | $2,106 | $5,698-63.0% | $13,881-84.8% | $4,645-54.7% |