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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 | $97,125-68.7% | $86,233-64.7% | $137,256-77.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 8.84% | 74.19%-65.4pp | 61.39%-52.6pp | 220.34%-211.5pp |
| Employer contribution / active EE | $1,350 | $2,841-52.5% | $2,504-46.1% | $4,156-67.5% |
| Participant deferral / active EE | $1,306 | $5,180-74.8% | $4,559-71.3% | $6,407-79.6% |
| Admin fee / account holder | $690 | $9,725-92.9% | $8,342-91.7% | $12,270-94.4% |