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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 | $18,141 | $100,970-82.0% | $96,576-81.2% | $137,256-86.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 11.16% | 38.16%-27.0pp | 38.47%-27.3pp | 220.34%-209.2pp |
| Employer contribution / active EE | $7,271 | $3,809+90.9% | $3,553+104.6% | $4,156+74.9% |
| Participant deferral / active EE | $10,601 | $8,286+27.9% | $7,956+33.2% | $6,407+65.5% |
| Admin fee / account holder | $26,914 | $11,312+137.9% | $11,381+136.5% | $12,270+119.3% |