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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 | $41,489 | $172,111-75.9% | $150,298-72.4% | $137,256-69.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 10.30% | 69.37%-59.1pp | 62.79%-52.5pp | 220.34%-210.0pp |
| Employer contribution / active EE | $1,770 | $4,636-61.8% | $4,154-57.4% | $4,156-57.4% |
| Participant deferral / active EE | $5,205 | $6,166-15.6% | $5,453-4.5% | $6,407-18.8% |
| Admin fee / account holder | $1,840 | $16,471-88.8% | $14,116-87.0% | $12,270-85.0% |