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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 | $20,239 | $154,228-86.9% | $145,433-86.1% | $137,256-85.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 4.64% | 74.59%-69.9pp | 66.58%-61.9pp | 220.34%-215.7pp |
| Employer contribution / active EE | $3,488 | $4,804-27.4% | $4,554-23.4% | $4,156-16.1% |
| Participant deferral / active EE | $18,630 | $8,216+126.7% | $7,897+135.9% | $6,407+190.8% |
| Admin fee / account holder | $7,043 | $14,344-50.9% | $13,129-46.4% | $12,270-42.6% |