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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 | $21,618 | $148,582-85.5% | $135,942-84.1% | $139,456-84.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.10% | 79.26%-67.2pp | 68.28%-56.2pp | 373.45%-361.4pp |
| Employer contribution / active EE | $4,342 | $5,245-17.2% | $4,858-10.6% | $4,753-8.6% |
| Participant deferral / active EE | $3,901 | $8,101-51.8% | $7,759-49.7% | $6,711-41.9% |
| Admin fee / account holder | $1,198 | $12,402-90.3% | $10,764-88.9% | $11,407-89.5% |