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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 | $14,946 | $90,538-83.5% | $88,457-83.1% | $154,746-90.3% |
| Participation rate | 100.0% | 80.9%+19.1pp | 78.6%+21.4pp | 80.7%+19.3pp |
| Annual return | 12.35% | 37.97%-25.6pp | 32.69%-20.3pp | 172.34%-160.0pp |
| Employer contribution / active EE | $3,418 | $4,914-30.4% | $4,681-27.0% | $4,379-21.9% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $5,667-100.0% | $6,730-100.0% |
| Admin fee / account holder | $4,358 | $10,337-57.8% | $9,606-54.6% | $14,365-69.7% |