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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 | $14,324 | $172,111-91.7% | $150,298-90.5% | $137,256-89.6% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 10.47% | 69.37%-58.9pp | 62.79%-52.3pp | 220.34%-209.9pp |
| Employer contribution / active EE | $1,334 | $4,636-71.2% | $4,154-67.9% | $4,156-67.9% |
| Participant deferral / active EE | $1,906 | $6,166-69.1% | $5,453-65.0% | $6,407-70.2% |
| Admin fee / account holder | $1,285 | $16,471-92.2% | $14,116-90.9% | $12,270-89.5% |