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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 | $23,137 | $72,071-67.9% | $68,368-66.2% | $137,256-83.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 13.07% | 353.14%-340.1pp | 292.57%-279.5pp | 220.34%-207.3pp |
| Employer contribution / active EE | $2,062 | $2,788-26.0% | $2,649-22.2% | $4,156-50.4% |
| Participant deferral / active EE | $2,425 | $4,410-45.0% | $4,123-41.2% | $6,407-62.2% |
| Admin fee / account holder | $8,423 | $5,336+57.9% | $5,150+63.6% | $12,270-31.4% |