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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 | $102,635-72.9% | $86,209-67.7% | $139,456-80.0% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.0%+16.8pp | 80.3%+5.4pp |
| Annual return | 7.71% | 1923.53%-1915.8pp | 1169.05%-1161.3pp | 373.45%-365.7pp |
| Employer contribution / active EE | $2,143 | $3,034-29.4% | $2,381-10.0% | $4,753-54.9% |
| Participant deferral / active EE | $1,820 | $4,677-61.1% | $3,986-54.3% | $6,711-72.9% |
| Admin fee / account holder | $63,855 | $8,661+637.3% | $6,853+831.8% | $11,407+459.8% |