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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 | $16,954 | $57,330-70.4% | $86,656-80.4% | $75,177-77.4% |
| Participation rate | 84.8% | 63.2%+21.7pp | 71.7%+13.1pp | 67.2%+17.6pp |
| Annual return | 10.51% | 2675.40%-2664.9pp | 593.09%-582.6pp | 160.75%-150.2pp |
| Employer contribution / active EE | $1,949 | $2,316-15.9% | $3,025-35.6% | $2,671-27.0% |
| Participant deferral / active EE | $2,076 | $3,320-37.5% | $4,439-53.2% | $4,126-49.7% |
| Admin fee / account holder | $628 | $4,115-84.7% | $5,619-88.8% | $5,651-88.9% |