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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 | $21,536 | $162,529-86.7% | $130,788-83.5% | $154,746-86.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 7.71% | 510.48%-502.8pp | 386.44%-378.7pp | 172.34%-164.6pp |
| Employer contribution / active EE | $3,323 | $4,447-25.3% | $3,558-6.6% | $4,379-24.1% |
| Participant deferral / active EE | $1,786 | $4,808-62.9% | $4,137-56.8% | $6,730-73.5% |
| Admin fee / account holder | $971 | $7,669-87.3% | $6,673-85.5% | $14,365-93.2% |