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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 | $19,616 | $172,111-88.6% | $150,298-86.9% | $137,256-85.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 6.28% | 69.37%-63.1pp | 62.79%-56.5pp | 220.34%-214.1pp |
| Employer contribution / active EE | $1,663 | $4,636-64.1% | $4,154-60.0% | $4,156-60.0% |
| Participant deferral / active EE | $7,014 | $6,166+13.8% | $5,453+28.6% | $6,407+9.5% |
| Admin fee / account holder | $8,678 | $16,471-47.3% | $14,116-38.5% | $12,270-29.3% |