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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 | $24,532 | $72,071-66.0% | $68,368-64.1% | $137,256-82.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 9.14% | 353.14%-344.0pp | 292.57%-283.4pp | 220.34%-211.2pp |
| Employer contribution / active EE | $4,118 | $2,788+47.7% | $2,649+55.4% | $4,156-0.9% |
| Participant deferral / active EE | $2,763 | $4,410-37.4% | $4,123-33.0% | $6,407-56.9% |
| Admin fee / account holder | $2,889 | $5,336-45.9% | $5,150-43.9% | $12,270-76.5% |