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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 | $19,189 | $72,071-73.4% | $68,368-71.9% | $137,256-86.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 11.00% | 353.14%-342.1pp | 292.57%-281.6pp | 220.34%-209.3pp |
| Employer contribution / active EE | $1,561 | $2,788-44.0% | $2,649-41.1% | $4,156-62.4% |
| Participant deferral / active EE | $2,287 | $4,410-48.1% | $4,123-44.5% | $6,407-64.3% |
| Admin fee / account holder | $2,135 | $5,336-60.0% | $5,150-58.5% | $12,270-82.6% |