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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 | $70,366-63.6% | $66,674-61.5% | $138,895-81.5% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.7%+13.8pp | 79.9%+7.6pp |
| Annual return | 10.26% | 386.41%-376.1pp | 321.24%-311.0pp | 145.39%-135.1pp |
| Employer contribution / active EE | $1,735 | $2,765-37.3% | $2,620-33.8% | $4,194-58.6% |
| Participant deferral / active EE | $2,428 | $4,374-44.5% | $4,084-40.6% | $6,396-62.0% |
| Admin fee / account holder | $391 | $5,262-92.6% | $5,098-92.3% | $12,562-96.9% |