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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 | $12,637 | $156,963-91.9% | $121,204-89.6% | $139,466-90.9% |
| Participation rate | 81.8% | 76.5%+5.4pp | 69.5%+12.3pp | 80.3%+1.5pp |
| Annual return | 5.55% | 1476.75%-1471.2pp | 987.18%-981.6pp | 373.66%-368.1pp |
| Employer contribution / active EE | $317 | $5,544-94.3% | $4,170-92.4% | $4,754-93.3% |
| Participant deferral / active EE | $684 | $4,848-85.9% | $4,083-83.3% | $6,712-89.8% |
| Admin fee / account holder | $15,875 | $6,953+128.3% | $5,651+180.9% | $11,409+39.1% |