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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 | $27,686 | $88,754-68.8% | $81,820-66.2% | $145,877-81.0% |
| Participation rate | 71.4% | 75.1%-3.6pp | 72.4%-1.0pp | 80.3%-8.9pp |
| Annual return | 8.53% | 1031.77%-1023.2pp | 777.93%-769.4pp | 551.28%-542.8pp |
| Employer contribution / active EE | $1,255 | $3,085-59.3% | $2,915-57.0% | $4,663-73.1% |
| Participant deferral / active EE | $6,485 | $4,648+39.5% | $4,323+50.0% | $6,691-3.1% |
| Admin fee / account holder | $409 | $8,424-95.1% | $7,391-94.5% | $13,402-96.9% |