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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 | $16,935 | $172,111-90.2% | $150,298-88.7% | $137,256-87.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 9.45% | 69.37%-59.9pp | 62.79%-53.3pp | 220.34%-210.9pp |
| Employer contribution / active EE | $1,979 | $4,636-57.3% | $4,154-52.4% | $4,156-52.4% |
| Participant deferral / active EE | $6,327 | $6,166+2.6% | $5,453+16.0% | $6,407-1.2% |
| Admin fee / account holder | $10,724 | $16,471-34.9% | $14,116-24.0% | $12,270-12.6% |