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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 | $14,769 | $65,440-77.4% | $98,506-85.0% | $85,851-82.8% |
| Participation rate | 90.9% | 65.0%+25.9pp | 73.3%+17.6pp | 69.3%+21.6pp |
| Annual return | 9.99% | 21.75%-11.8pp | 1494.92%-1484.9pp | 318.63%-308.6pp |
| Employer contribution / active EE | $3,263 | $2,169+50.4% | $2,961+10.2% | $2,565+27.2% |
| Participant deferral / active EE | $1,174 | $3,168-62.9% | $4,277-72.6% | $3,952-70.3% |
| Admin fee / account holder | $1,126 | $4,596-75.5% | $5,955-81.1% | $6,261-82.0% |