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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 | $30,446 | $99,053-69.3% | $88,179-65.5% | $138,895-78.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 8.84% | 78.17%-69.3pp | 64.97%-56.1pp | 145.39%-136.6pp |
| Employer contribution / active EE | $1,350 | $2,882-53.2% | $2,549-47.1% | $4,194-67.8% |
| Participant deferral / active EE | $1,306 | $5,225-75.0% | $4,614-71.7% | $6,396-79.6% |
| Admin fee / account holder | $690 | $8,748-92.1% | $7,673-91.0% | $12,562-94.5% |