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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 | $72,071-71.8% | $68,368-70.3% | $137,256-85.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 11.01% | 353.14%-342.1pp | 292.57%-281.6pp | 220.34%-209.3pp |
| Employer contribution / active EE | $1,783 | $2,788-36.0% | $2,649-32.7% | $4,156-57.1% |
| Participant deferral / active EE | $1,716 | $4,410-61.1% | $4,123-58.4% | $6,407-73.2% |
| Admin fee / account holder | $5,879 | $5,336+10.2% | $5,150+14.2% | $12,270-52.1% |