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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 | $20,725 | $112,729-81.6% | $98,716-79.0% | $137,256-84.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 7.40% | 38.48%-31.1pp | 31.81%-24.4pp | 220.34%-212.9pp |
| Employer contribution / active EE | $2,932 | $2,725+7.6% | $2,279+28.7% | $4,156-29.4% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $336 | $10,129-96.7% | $8,703-96.1% | $12,270-97.3% |