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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 | $24,382 | $82,523-70.5% | $115,752-78.9% | $70,126-65.2% |
| Participation rate | 100.0% | 74.0%+26.0pp | 77.8%+22.2pp | 69.5%+30.5pp |
| Annual return | 12.56% | 28.22%-15.7pp | 19.41%-6.9pp | 73.15%-60.6pp |
| Employer contribution / active EE | $5,440 | $2,758+97.3% | $3,492+55.8% | $2,343+132.2% |
| Participant deferral / active EE | $0 | $4,062-100.0% | $5,204-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,157 | $4,552-74.6% | $6,278-81.6% | $4,645-75.1% |