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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 | $17,391 | $110,039-84.2% | $97,260-82.1% | $145,884-88.1% |
| Participation rate | 75.0% | 75.9%-0.9pp | 72.7%+2.3pp | 80.3%-5.3pp |
| Annual return | 6.00% | 244.44%-238.4pp | 75.54%-69.5pp | 551.85%-545.8pp |
| Employer contribution / active EE | $1,812 | $3,074-41.1% | $2,721-33.4% | $4,662-61.1% |
| Participant deferral / active EE | $9,960 | $4,674+113.1% | $4,262+133.7% | $6,690+48.9% |
| Admin fee / account holder | $148,600 | $6,204+2295.4% | $5,640+2534.8% | $13,392+1009.6% |