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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 | $24,988 | $117,829-78.8% | $102,423-75.6% | $145,877-82.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 6.40% | 31.83%-25.4pp | 29.42%-23.0pp | 551.28%-544.9pp |
| Employer contribution / active EE | $2,705 | $3,615-25.2% | $3,023-10.5% | $4,663-42.0% |
| Participant deferral / active EE | $2,861 | $5,732-50.1% | $5,054-43.4% | $6,691-57.2% |
| Admin fee / account holder | $1,540 | $13,335-88.5% | $9,455-83.7% | $13,402-88.5% |