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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 | $35,098 | $127,779-72.5% | $106,551-67.1% | $167,518-79.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 6.43% | 33.87%-27.4pp | 26.80%-20.4pp | 478.71%-472.3pp |
| Employer contribution / active EE | $2,549 | $3,427-25.6% | $2,819-9.6% | $4,838-47.3% |
| Participant deferral / active EE | $5,906 | $5,088+16.1% | $4,398+34.3% | $6,342-6.9% |
| Admin fee / account holder | $3,538 | $11,228-68.5% | $7,408-52.2% | $12,312-71.3% |