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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 | $26,849 | $57,312-53.2% | $86,617-69.0% | $75,181-64.3% |
| Participation rate | 85.2% | 63.2%+22.0pp | 71.7%+13.5pp | 67.2%+18.0pp |
| Annual return | 9.24% | 2672.78%-2663.5pp | 591.91%-582.7pp | 160.69%-151.4pp |
| Employer contribution / active EE | $0 | $2,315-100.0% | $3,023-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,143 | $3,319+24.8% | $4,437-6.6% | $4,126+0.4% |
| Admin fee / account holder | $5,592 | $4,114+35.9% | $5,613-0.4% | $5,650-1.0% |