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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 | $30,047 | $72,071-58.3% | $68,368-56.1% | $137,256-78.1% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | 11.50% | 353.14%-341.6pp | 292.57%-281.1pp | 220.34%-208.8pp |
| Employer contribution / active EE | $1,855 | $2,788-33.5% | $2,649-30.0% | $4,156-55.4% |
| Participant deferral / active EE | $8,088 | $4,410+83.4% | $4,123+96.2% | $6,407+26.2% |
| Admin fee / account holder | $1,021 | $5,336-80.9% | $5,150-80.2% | $12,270-91.7% |