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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 | $15,487 | $84,236-81.6% | $170,435-90.9% | $70,126-77.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 10.68% | 23.06%-12.4pp | 205.94%-195.3pp | 73.15%-62.5pp |
| Employer contribution / active EE | $5,579 | $3,387+64.7% | $5,432+2.7% | $2,343+138.1% |
| Participant deferral / active EE | $2,046 | $3,086-33.7% | $4,939-58.6% | $3,332-38.6% |
| Admin fee / account holder | $475 | $5,698-91.7% | $13,881-96.6% | $4,645-89.8% |