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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 | $10,773 | $180,749-94.0% | $160,784-93.3% | $137,256-92.2% |
| Participation rate | 84.6% | 80.0%+4.6pp | 77.0%+7.7pp | 80.0%+4.7pp |
| Annual return | 9.65% | 2234.46%-2224.8pp | 1803.92%-1794.3pp | 220.34%-210.7pp |
| Employer contribution / active EE | $1,124 | $4,155-73.0% | $3,733-69.9% | $4,156-73.0% |
| Participant deferral / active EE | $3,351 | $6,844-51.0% | $6,293-46.8% | $6,407-47.7% |
| Admin fee / account holder | $28,171 | $10,397+171.0% | $9,717+189.9% | $12,270+129.6% |