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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 | $16,793 | $77,416-78.3% | $69,464-75.8% | $152,897-89.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 3.82% | 39.08%-35.3pp | 28.98%-25.2pp | 345.43%-341.6pp |
| Employer contribution / active EE | $3,944 | $3,315+19.0% | $2,779+41.9% | $4,764-17.2% |
| Participant deferral / active EE | $4,067 | $4,413-7.8% | $3,536+15.0% | $5,851-30.5% |
| Admin fee / account holder | $6,559 | $6,208+5.7% | $3,840+70.8% | $11,599-43.5% |