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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 | $25,646 | $72,071-64.4% | $68,368-62.5% | $137,256-81.3% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.0%+7.5pp |
| Annual return | 10.26% | 353.14%-342.9pp | 292.57%-282.3pp | 220.34%-210.1pp |
| Employer contribution / active EE | $1,735 | $2,788-37.8% | $2,649-34.5% | $4,156-58.3% |
| Participant deferral / active EE | $2,428 | $4,410-44.9% | $4,123-41.1% | $6,407-62.1% |
| Admin fee / account holder | $391 | $5,336-92.7% | $5,150-92.4% | $12,270-96.8% |