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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 | $20,663 | $70,121-70.5% | $63,803-67.6% | $138,895-85.1% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 6.06% | 946.48%-940.4pp | 543.72%-537.7pp | 145.39%-139.3pp |
| Employer contribution / active EE | $1,104 | $2,882-61.7% | $2,532-56.4% | $4,194-73.7% |
| Participant deferral / active EE | $1,104 | $4,535-75.7% | $3,843-71.3% | $6,396-82.7% |
| Admin fee / account holder | $18,964 | $6,738+181.5% | $5,196+264.9% | $12,562+51.0% |