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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 | $20,306 | $70,366-71.1% | $66,674-69.5% | $138,895-85.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 11.01% | 386.41%-375.4pp | 321.24%-310.2pp | 145.39%-134.4pp |
| Employer contribution / active EE | $1,783 | $2,765-35.5% | $2,620-31.9% | $4,194-57.5% |
| Participant deferral / active EE | $1,716 | $4,374-60.8% | $4,084-58.0% | $6,396-73.2% |
| Admin fee / account holder | $5,879 | $5,262+11.7% | $5,098+15.3% | $12,562-53.2% |