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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 | $15,852 | $88,815-82.2% | $81,882-80.6% | $145,897-89.1% |
| Participation rate | 88.2% | 75.1%+13.2pp | 72.4%+15.8pp | 80.3%+7.9pp |
| Annual return | 9.46% | 1033.75%-1024.3pp | 779.47%-770.0pp | 552.29%-542.8pp |
| Employer contribution / active EE | $1,228 | $3,086-60.2% | $2,916-57.9% | $4,663-73.7% |
| Participant deferral / active EE | $1,648 | $4,647-64.5% | $4,323-61.9% | $6,689-75.4% |
| Admin fee / account holder | $2,569 | $8,434-69.5% | $7,360-65.1% | $13,390-80.8% |