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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 | $24,289 | $172,111-85.9% | $150,298-83.8% | $137,256-82.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 8.20% | 69.37%-61.2pp | 62.79%-54.6pp | 220.34%-212.1pp |
| Employer contribution / active EE | $2,560 | $4,636-44.8% | $4,154-38.4% | $4,156-38.4% |
| Participant deferral / active EE | $3,410 | $6,166-44.7% | $5,453-37.5% | $6,407-46.8% |
| Admin fee / account holder | $1,477 | $16,471-91.0% | $14,116-89.5% | $12,270-88.0% |