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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 | $19,718 | $150,346-86.9% | $120,524-83.6% | $145,877-86.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 7.61% | 154.40%-146.8pp | 107.36%-99.8pp | 551.28%-543.7pp |
| Employer contribution / active EE | $1,400 | $4,353-67.8% | $3,469-59.6% | $4,663-70.0% |
| Participant deferral / active EE | $11,386 | $6,172+84.5% | $4,994+128.0% | $6,691+70.2% |
| Admin fee / account holder | $1,117 | $12,215-90.9% | $9,440-88.2% | $13,402-91.7% |