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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 | $27,139 | $70,366-61.4% | $66,674-59.3% | $138,895-80.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 9.14% | 386.41%-377.3pp | 321.24%-312.1pp | 145.39%-136.3pp |
| Employer contribution / active EE | $2,413 | $2,765-12.7% | $2,620-7.9% | $4,194-42.5% |
| Participant deferral / active EE | $4,532 | $4,374+3.6% | $4,084+11.0% | $6,396-29.1% |
| Admin fee / account holder | $1,914 | $5,262-63.6% | $5,098-62.5% | $12,562-84.8% |