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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 | $25,342 | $124,351-79.6% | $109,188-76.8% | $167,553-84.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 5.84% | 26.04%-20.2pp | 25.76%-19.9pp | 478.89%-473.1pp |
| Employer contribution / active EE | $7,250 | $4,210+72.2% | $3,723+94.7% | $4,840+49.8% |
| Participant deferral / active EE | $4,091 | $5,257-22.2% | $4,654-12.1% | $6,343-35.5% |
| Admin fee / account holder | $1,921 | $7,975-75.9% | $6,755-71.6% | $12,316-84.4% |