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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 | $26,006 | $95,415-72.7% | $185,851-86.0% | $85,851-69.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 10.41% | 23.59%-13.2pp | 122.11%-111.7pp | 318.63%-308.2pp |
| Employer contribution / active EE | $2,015 | $3,314-39.2% | $5,168-61.0% | $2,565-21.5% |
| Participant deferral / active EE | $3,869 | $3,424+13.0% | $5,569-30.5% | $3,952-2.1% |
| Admin fee / account holder | $4,480 | $7,215-37.9% | $16,245-72.4% | $6,261-28.4% |