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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 | $30,828 | $65,434-52.9% | $98,483-68.7% | $85,847-64.1% |
| Participation rate | 94.0% | 65.0%+29.0pp | 73.3%+20.7pp | 69.3%+24.7pp |
| Annual return | 9.10% | 21.75%-12.7pp | 1494.38%-1485.3pp | 318.61%-309.5pp |
| Employer contribution / active EE | $763 | $2,169-64.8% | $2,961-74.2% | $2,565-70.3% |
| Participant deferral / active EE | $1,299 | $3,168-59.0% | $4,276-69.6% | $3,952-67.1% |
| Admin fee / account holder | $1,727 | $4,595-62.4% | $5,953-71.0% | $6,261-72.4% |