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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 | $29,571 | $98,766-70.1% | $149,730-80.3% | $79,852-63.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 10.94% | 27.43%-16.5pp | 276.70%-265.8pp | 31.72%-20.8pp |
| Employer contribution / active EE | $3,898 | $3,217+21.2% | $4,645-16.1% | $2,471+57.8% |
| Participant deferral / active EE | $2,467 | $5,681-56.6% | $6,843-63.9% | $3,740-34.0% |
| Admin fee / account holder | $1,371 | $6,052-77.3% | $9,310-85.3% | $5,306-74.2% |