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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 | $27,851 | $102,663-72.9% | $86,216-67.7% | $139,466-80.0% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.0%+16.8pp | 80.3%+5.4pp |
| Annual return | 7.71% | 1924.52%-1916.8pp | 1169.42%-1161.7pp | 373.66%-366.0pp |
| Employer contribution / active EE | $2,143 | $3,035-29.4% | $2,382-10.0% | $4,754-54.9% |
| Participant deferral / active EE | $1,820 | $4,677-61.1% | $3,986-54.3% | $6,712-72.9% |
| Admin fee / account holder | $63,855 | $8,663+637.1% | $6,853+831.7% | $11,409+459.7% |