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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 | $33,375 | $57,305-41.8% | $86,640-61.5% | $75,173-55.6% |
| Participation rate | 96.0% | 63.2%+32.8pp | 71.7%+24.3pp | 67.2%+28.8pp |
| Annual return | 7.59% | 2674.24%-2666.6pp | 592.52%-584.9pp | 160.72%-153.1pp |
| Employer contribution / active EE | $1,407 | $2,316-39.3% | $3,024-53.5% | $2,671-47.3% |
| Participant deferral / active EE | $2,428 | $3,320-26.9% | $4,438-45.3% | $4,126-41.2% |
| Admin fee / account holder | $870 | $4,116-78.9% | $5,616-84.5% | $5,651-84.6% |