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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 | $11,189 | $111,535-90.0% | $105,223-89.4% | $137,256-91.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 6.08% | 237.85%-231.8pp | 180.65%-174.6pp | 220.34%-214.3pp |
| Employer contribution / active EE | $4,215 | $3,939+7.0% | $3,689+14.3% | $4,156+1.4% |
| Participant deferral / active EE | $8,762 | $5,500+59.3% | $5,072+72.8% | $6,407+36.8% |
| Admin fee / account holder | $30,327 | $9,721+212.0% | $8,859+242.3% | $12,270+147.2% |