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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 | $150,207-86.9% | $120,380-83.6% | $145,978-86.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 7.61% | 154.28%-146.7pp | 107.28%-99.7pp | 550.52%-542.9pp |
| Employer contribution / active EE | $1,400 | $4,351-67.8% | $3,465-59.6% | $4,662-70.0% |
| Participant deferral / active EE | $11,386 | $6,175+84.4% | $4,992+128.1% | $6,690+70.2% |
| Admin fee / account holder | $1,117 | $12,203-90.8% | $9,421-88.1% | $13,400-91.7% |