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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 | $70,366-65.1% | $66,674-63.2% | $138,895-82.3% |
| 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 | $4,118 | $2,765+48.9% | $2,620+57.2% | $4,194-1.8% |
| Participant deferral / active EE | $2,763 | $4,374-36.8% | $4,084-32.4% | $6,396-56.8% |
| Admin fee / account holder | $2,889 | $5,262-45.1% | $5,098-43.3% | $12,562-77.0% |