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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 | $18,151 | $65,575-72.3% | $86,209-78.9% | $75,181-75.9% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 11.80% | 46.07%-34.3pp | 1169.05%-1157.3pp | 160.69%-148.9pp |
| Employer contribution / active EE | $2,607 | $1,553+67.8% | $2,381+9.5% | $2,671-2.4% |
| Participant deferral / active EE | $5,618 | $3,023+85.8% | $3,986+40.9% | $4,126+36.2% |
| Admin fee / account holder | $6,077 | $5,470+11.1% | $6,853-11.3% | $5,650+7.6% |