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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 | $14,054 | $111,787-87.4% | $93,681-85.0% | $145,978-90.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 6.47% | 203.52%-197.1pp | 133.47%-127.0pp | 550.52%-544.1pp |
| Employer contribution / active EE | $850 | $3,093-72.5% | $2,422-64.9% | $4,662-81.8% |
| Participant deferral / active EE | $1,229 | $4,918-75.0% | $4,415-72.2% | $6,690-81.6% |
| Admin fee / account holder | $827 | $10,256-91.9% | $8,290-90.0% | $13,400-93.8% |