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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 | $25,402 | $73,978-65.7% | $96,515-73.7% | $75,173-66.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 8.65% | 26.72%-18.1pp | 35.73%-27.1pp | 160.72%-152.1pp |
| Employer contribution / active EE | $5,347 | $2,931+82.5% | $3,740+43.0% | $2,671+100.2% |
| Participant deferral / active EE | $3,535 | $3,660-3.4% | $4,880-27.6% | $4,126-14.3% |
| Admin fee / account holder | $22,410 | $5,219+329.4% | $6,735+232.7% | $5,651+296.6% |