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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 | $21,293 | $175,259-87.9% | $149,723-85.8% | $139,487-84.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.60% | 166.82%-156.2pp | 134.50%-123.9pp | 373.84%-363.2pp |
| Employer contribution / active EE | $1,862 | $5,478-66.0% | $4,821-61.4% | $4,755-60.8% |
| Participant deferral / active EE | $3,970 | $6,522-39.1% | $5,682-30.1% | $6,713-40.9% |
| Admin fee / account holder | $21,538 | $16,158+33.3% | $13,215+63.0% | $11,407+88.8% |