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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 | $14,031 | $106,280-86.8% | $96,538-85.5% | $139,487-89.9% |
| Participation rate | 70.8% | 77.8%-7.0pp | 74.3%-3.5pp | 80.3%-9.5pp |
| Annual return | 10.53% | 38.48%-28.0pp | 35.74%-25.2pp | 373.84%-363.3pp |
| Employer contribution / active EE | $1,217 | $4,107-70.4% | $3,740-67.5% | $4,755-74.4% |
| Participant deferral / active EE | $1,879 | $5,457-65.6% | $4,880-61.5% | $6,713-72.0% |
| Admin fee / account holder | $361 | $7,888-95.4% | $6,737-94.6% | $11,407-96.8% |