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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 | $24,277 | $84,236-71.2% | $170,435-85.8% | $70,126-65.4% |
| Participation rate | 88.0% | 70.8%+17.2pp | 83.6%+4.4pp | 69.5%+18.5pp |
| Annual return | 11.56% | 23.06%-11.5pp | 205.94%-194.4pp | 73.15%-61.6pp |
| Employer contribution / active EE | $1,654 | $3,387-51.2% | $5,432-69.6% | $2,343-29.4% |
| Participant deferral / active EE | $2,595 | $3,086-15.9% | $4,939-47.5% | $3,332-22.1% |
| Admin fee / account holder | $8,063 | $5,698+41.5% | $13,881-41.9% | $4,645+73.6% |