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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 | $10,733 | $84,708-87.3% | $75,714-85.8% | $167,536-93.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 9.43% | 199.62%-190.2pp | 104.62%-95.2pp | 478.82%-469.4pp |
| Employer contribution / active EE | $1,242 | $3,231-61.6% | $2,744-54.7% | $4,839-74.3% |
| Participant deferral / active EE | $1,370 | $4,577-70.1% | $3,820-64.1% | $6,342-78.4% |
| Admin fee / account holder | $4,705 | $5,358-12.2% | $3,619+30.0% | $12,315-61.8% |